Sowell Financial Services’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-198
| Closed | -$8K | – | 2176 |
|
|
2021
Q1 | $8K | Sell |
198
-22
| -10% | -$889 | ﹤0.01% | 2417 |
|
|
2020
Q4 | $8K | Sell |
220
-55
| -20% | -$2K | ﹤0.01% | 2123 |
|
|
2020
Q3 | $8K | Hold |
275
| – | – | ﹤0.01% | 1880 |
|
|
2020
Q2 | $8K | Hold |
275
| – | – | ﹤0.01% | 1773 |
|
|
2020
Q1 | $7K | Sell |
275
-222
| -45% | -$5.65K | ﹤0.01% | 1727 |
|
|
2019
Q4 | $18K | Buy |
497
+120
| +32% | +$4.35K | ﹤0.01% | 1476 |
|
|
2019
Q3 | $13K | Buy |
+377
| New | +$13K | ﹤0.01% | 1447 |
|