Spire Wealth Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.23K | Hold |
329
| – | – | ﹤0.01% | 1784 |
|
|
2025
Q1 | $7.07K | Sell |
329
-16
| -5% | -$344 | ﹤0.01% | 1957 |
|
|
2024
Q4 | $5.5K | Buy |
345
+16
| +5% | +$255 | ﹤0.01% | 2017 |
|
|
2024
Q3 | $6.1K | Buy |
+329
| New | +$6.1K | ﹤0.01% | 1773 |
|
|
2024
Q2 | – | Sell |
-407
| Closed | -$7.84K | – | 2358 |
|
|
2024
Q1 | $7.84K | Buy |
+407
| New | +$7.84K | ﹤0.01% | 1785 |
|
|
2023
Q4 | – | Sell |
-63
| Closed | -$1.38K | – | 2448 |
|
|
2023
Q3 | $1.38K | Hold |
63
| – | – | ﹤0.01% | 2201 |
|
|
2023
Q2 | $1.78K | Sell |
63
-39
| -38% | -$1.1K | ﹤0.01% | 2219 |
|
|
2023
Q1 | $2.79K | Buy |
102
+39
| +62% | +$1.07K | ﹤0.01% | 2180 |
|
|
2022
Q4 | $2K | Buy |
+63
| New | +$2K | ﹤0.01% | 2093 |
|
|
2022
Q3 | – | Sell |
-88
| Closed | -$2K | – | 2509 |
|
|
2022
Q2 | $2K | Sell |
88
-88
| -50% | -$2K | ﹤0.01% | 2392 |
|
|
2022
Q1 | $5K | Sell |
176
-735
| -81% | -$20.9K | ﹤0.01% | 2244 |
|
|
2021
Q4 | $31K | Sell |
911
-217
| -19% | -$7.38K | ﹤0.01% | 1940 |
|
|
2021
Q3 | $44K | Sell |
1,128
-225
| -17% | -$8.78K | ﹤0.01% | 1529 |
|
|
2021
Q2 | $50K | Sell |
1,353
-68
| -5% | -$2.51K | ﹤0.01% | 1488 |
|
|
2021
Q1 | $59K | Buy |
+1,421
| New | +$59K | ﹤0.01% | 1643 |
|