TPCW
TD Private Client Wealth’s Prudential PUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24
| Closed | -$516 | – | 1494 |
|
|
2025
Q1 | $516 | Buy |
24
+15
| +167% | +$323 | ﹤0.01% | 1334 |
|
|
2024
Q4 | $143 | Sell |
9
-17,113
| -100% | -$272K | ﹤0.01% | 1297 |
|
|
2024
Q3 | $317K | Buy |
17,122
+150
| +0.9% | +$2.78K | 0.01% | 520 |
|
|
2024
Q2 | $311K | Sell |
16,972
-1,095
| -6% | -$20.1K | 0.01% | 498 |
|
|
2024
Q1 | $348K | Buy |
18,067
+1,434
| +9% | +$27.6K | 0.01% | 498 |
|
|
2023
Q4 | $373K | Sell |
16,633
-198
| -1% | -$4.45K | 0.01% | 477 |
|
|
2023
Q3 | $369K | Sell |
16,831
-88
| -0.5% | -$1.93K | 0.02% | 455 |
|
|
2023
Q2 | $479K | Buy |
16,919
+3,881
| +30% | +$110K | 0.02% | 446 |
|
|
2023
Q1 | $356K | Sell |
13,038
-347
| -3% | -$9.49K | 0.02% | 470 |
|
|
2022
Q4 | $368K | Buy |
13,385
+1,187
| +10% | +$32.6K | 0.02% | 465 |
|
|
2022
Q3 | $243K | Sell |
12,198
-4,530
| -27% | -$90.2K | 0.01% | 505 |
|
|
2022
Q2 | $420K | Buy |
16,728
+5
| +0% | +$126 | 0.02% | 429 |
|
|
2022
Q1 | $495K | Buy |
16,723
+15,376
| +1,141% | +$455K | 0.02% | 422 |
|
|
2021
Q4 | $46.4K | Sell |
1,347
-1,918
| -59% | -$66K | ﹤0.01% | 753 |
|
|
2021
Q3 | $128K | Sell |
3,265
-129
| -4% | -$5.05K | 0.01% | 594 |
|
|
2021
Q2 | $129K | Sell |
3,394
-204
| -6% | -$7.77K | 0.01% | 581 |
|
|
2021
Q1 | $154K | Sell |
3,598
-933
| -21% | -$39.8K | 0.01% | 538 |
|
|
2020
Q4 | $167K | Sell |
4,531
-514
| -10% | -$19K | 0.01% | 500 |
|
|
2020
Q3 | $144K | Sell |
5,045
-59
| -1% | -$1.69K | 0.01% | 490 |
|
|
2020
Q2 | $155K | Sell |
5,104
-8,169
| -62% | -$248K | 0.01% | 478 |
|
|
2020
Q1 | $329K | Buy |
13,273
+6,895
| +108% | +$171K | 0.02% | 374 |
|
|
2019
Q4 | $243K | Buy |
+6,378
| New | +$243K | 0.01% | 436 |
|