TrueWealth LLC’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
-882
Closed -$39K 798
2018
Q3
$39K Hold
882
0.02% 304
2018
Q2
$39K Hold
882
0.02% 292
2018
Q1
$44K Sell
882
-255
-22% -$12.7K 0.02% 271
2017
Q4
$56K Buy
+1,137
New +$56K 0.03% 277