Valeo Financial Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+9,657
| New | +$242K | 0.01% | 639 |
|
|
2021
Q2 | – | Sell |
-260
| Closed | -$11K | – | 1396 |
|
|
2021
Q1 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 1262 |
|
|
2020
Q4 | – | Sell |
-49
| Closed | -$1K | – | 1766 |
|
|
2020
Q3 | $1K | Sell |
49
-351
| -88% | -$7.16K | ﹤0.01% | 1461 |
|
|
2020
Q2 | $12K | Buy |
400
+24
| +6% | +$720 | ﹤0.01% | 1165 |
|
|
2020
Q1 | $10K | Sell |
376
-79
| -17% | -$2.1K | ﹤0.01% | 1059 |
|
|
2019
Q4 | $17K | Buy |
455
+275
| +153% | +$10.3K | ﹤0.01% | 945 |
|
|
2019
Q3 | $6K | Sell |
180
-89
| -33% | -$2.97K | ﹤0.01% | 1153 |
|
|
2019
Q2 | $11K | Buy |
269
+159
| +145% | +$6.5K | ﹤0.01% | 998 |
|
|
2019
Q1 | $4K | Sell |
110
-2
| -2% | -$73 | ﹤0.01% | 1239 |
|
|
2018
Q4 | $4K | Hold |
112
| – | – | ﹤0.01% | 1148 |
|
|
2018
Q3 | $4K | Sell |
112
-2
| -2% | -$71 | ﹤0.01% | 1279 |
|
|
2018
Q2 | $5K | Sell |
114
-234
| -67% | -$10.3K | ﹤0.01% | 1142 |
|
|
2018
Q1 | $17K | Buy |
348
+254
| +270% | +$12.4K | ﹤0.01% | 763 |
|
|
2017
Q4 | $5K | Hold |
94
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q3 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 916 |
|