Waverly Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-151
| Closed | -$6K | – | 334 |
|
|
2015
Q3 | $6K | Hold |
151
| – | – | ﹤0.01% | 371 |
|
|
2015
Q2 | $7K | Buy |
+151
| New | +$7K | ﹤0.01% | 295 |
|
|
2014
Q4 | – | Sell |
-142
| Closed | -$6K | – | 612 |
|
|
2014
Q3 | $6K | Hold |
142
| – | – | ﹤0.01% | 594 |
|
|
2014
Q2 | $6K | Sell |
142
-22
| -13% | -$930 | ﹤0.01% | 557 |
|
|
2014
Q1 | $7K | Sell |
164
-168
| -51% | -$7.17K | ﹤0.01% | 492 |
|
|
2013
Q4 | $14K | Buy |
332
+181
| +120% | +$7.63K | ﹤0.01% | 510 |
|
|
2013
Q3 | $5K | Buy |
+151
| New | +$5K | ﹤0.01% | 492 |
|