WP
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WealthPLAN Partners’s Prudential PUK Stock Holding History

WealthPLAN Partners’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,675
Closed -$108K – 364
2017
Q1 		$108K Buy
+2,675
New +$105K 0.38% 49
2016
Q3 		$93.4K Sell
2,675
-2,676
-50% -$92.3K 0.03% 237
2016
Q2 		$88.3K Buy
+5,351
New +$197K 0.01% 656
2015
Q4 		$117K Buy
+8,026
New +$357K 0.02% 377
2015
Q2 		$126K Hold
2,675
– – 0.06% 110
2015
Q1 		$129K Buy
+2,675
New +$127K 0.06% 153

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SI
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