TRUE Private Wealth Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-184
| Closed | -$6K | – | 588 |
|
|
2020
Q4 | $6K | Hold |
184
| – | – | ﹤0.01% | 592 |
|
|
2020
Q3 | $5K | Hold |
184
| – | – | ﹤0.01% | 567 |
|
|
2020
Q2 | $5K | Sell |
184
-105
| -36% | -$2.85K | ﹤0.01% | 562 |
|
|
2020
Q1 | $7K | Hold |
289
| – | – | ﹤0.01% | 495 |
|
|
2019
Q4 | $10K | Buy |
+289
| New | +$10K | ﹤0.01% | 602 |
|
|
2019
Q3 | – | Sell |
-334
| Closed | -$14K | – | 598 |
|
|
2019
Q2 | $14K | Buy |
+334
| New | +$14K | ﹤0.01% | 508 |
|
|
2018
Q4 | – | Sell |
-391
| Closed | -$17.5K | – | 749 |
|
|
2018
Q3 | $17.5K | Buy |
+391
| New | +$17.5K | ﹤0.01% | 633 |
|