Wealth Enhancement Advisory Services’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $980K | Sell |
39,380
-19,768
| -33% | -$492K | ﹤0.01% | 1759 |
|
|
2025
Q1 | $1.27M | Sell |
59,148
-20,294
| -26% | -$436K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $1.27M | Buy |
79,442
+19,889
| +33% | +$317K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $1.1M | Sell |
59,553
-196
| -0.3% | -$3.63K | ﹤0.01% | 1334 |
|
|
2024
Q2 | $1.09M | Buy |
59,749
+8,307
| +16% | +$152K | ﹤0.01% | 1236 |
|
|
2024
Q1 | $991K | Buy |
51,442
+5,640
| +12% | +$109K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $1.03M | Buy |
45,802
+4,990
| +12% | +$112K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $895K | Buy |
+40,812
| New | +$895K | ﹤0.01% | 1146 |
|