Valeo Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $288K | Buy |
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|
2025
Q2 | $242K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $11K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Sell |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $10K | Sell |
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|
2019
Q4 | $17K | Buy |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $4K | Sell |
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|
2018
Q2 | $5K | Sell |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $4K | Buy |
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