Wealthspire Advisors (Maryland)’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,425
| Closed | -$56K | – | 1669 |
|
|
2019
Q1 | $56K | Sell |
1,425
-177
| -11% | -$6.96K | ﹤0.01% | 857 |
|
|
2018
Q4 | $55K | Buy |
1,602
+2
| +0.1% | +$69 | ﹤0.01% | 822 |
|
|
2018
Q3 | $71K | Sell |
1,600
-198
| -11% | -$8.79K | 0.01% | 827 |
|
|
2018
Q2 | $80K | Buy |
1,798
+75
| +4% | +$3.34K | 0.01% | 796 |
|
|
2018
Q1 | $85K | Sell |
1,723
-259
| -13% | -$12.8K | 0.01% | 772 |
|
|
2017
Q4 | $98K | Sell |
1,982
-55
| -3% | -$2.72K | 0.01% | 722 |
|
|
2017
Q3 | $95K | Sell |
2,037
-379
| -16% | -$17.7K | 0.01% | 734 |
|
|
2017
Q2 | $108K | Buy |
2,416
+423
| +21% | +$18.9K | 0.01% | 670 |
|
|
2017
Q1 | $82K | Buy |
1,993
+852
| +75% | +$35.1K | 0.01% | 659 |
|
|
2016
Q4 | $44K | Buy |
1,141
+241
| +27% | +$9.29K | 0.01% | 807 |
|
|
2016
Q3 | $31K | Buy |
900
+8
| +0.9% | +$276 | ﹤0.01% | 921 |
|
|
2016
Q2 | $29K | Buy |
892
+68
| +8% | +$2.21K | ﹤0.01% | 880 |
|
|
2016
Q1 | $30K | Sell |
824
-13
| -2% | -$473 | 0.01% | 838 |
|
|
2015
Q4 | $37K | Buy |
+837
| New | +$37K | 0.01% | 797 |
|