Sugarloaf Wealth Management’s Prudential PUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-69	Closed	-$1.26K	–	707
2024 Q2	$1.26K	Hold	69	–	–	﹤0.01%	605
2024 Q1	$1.33K	Hold	69	–	–	﹤0.01%	612
2023 Q4	$1.55K	Hold	69	–	–	﹤0.01%	614
2023 Q3	$1.51K	Hold	69	–	–	﹤0.01%	615
2023 Q2	$1.95K	Hold	69	–	–	﹤0.01%	617
2023 Q1	$1.89K	Hold	69	–	–	﹤0.01%	617
2022 Q4	$1.9K	Hold	69	–	–	﹤0.01%	677
2022 Q3	$2K	Hold	69	–	–	﹤0.01%	714
2022 Q2	$2K	Hold	69	–	–	﹤0.01%	696
2022 Q1	$2K	Hold	69	–	–	﹤0.01%	645
2021 Q4	$2K	Hold	69	–	–	﹤0.01%	679
2021 Q3	$3K	Sell	69 -2	-3%	-$87	﹤0.01%	653
2021 Q2	$3K	Hold	71	–	–	﹤0.01%	645
2021 Q1	$3	Hold	71	–	–	﹤0.01%	638
2020 Q4	$3K	Hold	71	–	–	﹤0.01%	604
2020 Q3	$2K	Hold	71	–	–	﹤0.01%	619
2020 Q2	$2K	Hold	71	–	–	﹤0.01%	612
2020 Q1	$2K	Hold	71	–	–	﹤0.01%	607
2019 Q4	$3K	Buy	+71	New	+$3K	﹤0.01%	607