Stratos Wealth Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,340
| Closed | -$104K | – | 2089 |
|
|
2018
Q3 | $104K | Buy |
+2,340
| New | +$104K | ﹤0.01% | 1109 |
|
|
2018
Q2 | – | Sell |
-2,518
| Closed | -$125K | – | 2182 |
|
|
2018
Q1 | $125K | Sell |
2,518
-40
| -2% | -$1.99K | 0.01% | 1079 |
|
|
2017
Q4 | $126K | Buy |
+2,558
| New | +$126K | 0.01% | 1063 |
|