Smallwood Wealth Investment Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.9M | Buy |
98,497
+7,332
| +8% | +$365K | 3.08% | 6 |
|
|
2024
Q4 | $4.52M | Sell |
91,165
-14,791
| -14% | -$733K | 3.08% | 6 |
|
|
2024
Q3 | $5.27M | Buy |
105,956
+9,297
| +10% | +$463K | 3.76% | 6 |
|
|
2024
Q2 | $4.8M | Sell |
96,659
-2,868
| -3% | -$143K | 3.71% | 6 |
|
|
2024
Q1 | $4.95M | Buy |
99,527
+6,011
| +6% | +$299K | 3.83% | 6 |
|
|
2023
Q4 | $4.62M | Sell |
93,516
-13,595
| -13% | -$671K | 3.82% | 6 |
|
|
2023
Q3 | $5.3M | Buy |
107,111
+26,132
| +32% | +$1.29M | 4.82% | 5 |
|
|
2023
Q2 | $4M | Buy |
80,979
+29,406
| +57% | +$1.45M | 3.57% | 6 |
|
|
2023
Q1 | $2.54M | Buy |
51,573
+19,711
| +62% | +$972K | 2.41% | 9 |
|
|
2022
Q4 | $1.56M | Sell |
31,862
-8,523
| -21% | -$418K | 1.32% | 19 |
|
|
2022
Q3 | $1.98M | Buy |
+40,385
| New | +$1.98M | 1.78% | 11 |
|