WealthPLAN Partners’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,675
| Closed | -$108K | – | 363 |
|
|
2017
Q1 | $108K | Buy |
+2,675
| New | +$108K | 0.38% | 49 |
|
|
2016
Q3 | $93.4K | Sell |
2,675
-2,676
| -50% | -$93.4K | 0.03% | 237 |
|
|
2016
Q2 | $88.3K | Buy |
+5,351
| New | +$88.3K | 0.01% | 656 |
|
|
2015
Q4 | $117K | Buy |
+8,026
| New | +$117K | 0.02% | 377 |
|
|
2015
Q2 | $126K | Hold |
2,675
| – | – | 0.06% | 110 |
|
|
2015
Q1 | $129K | Buy |
+2,675
| New | +$129K | 0.06% | 153 |
|