Westside Investment Management’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.5K | Buy |
+627
| New | +$15.5K | ﹤0.01% | 776 |
|
2018
Q4 | – | Sell |
-59
| Closed | -$2.6K | – | 781 |
|
2018
Q3 | $2.6K | Hold |
59
| – | – | ﹤0.01% | 659 |
|
2018
Q2 | $2.61K | Sell |
59
-22
| -27% | -$971 | ﹤0.01% | 750 |
|
2018
Q1 | $3.9K | Hold |
81
| – | – | ﹤0.01% | 694 |
|
2017
Q4 | $4.08K | Sell |
81
-16
| -16% | -$805 | ﹤0.01% | 704 |
|
2017
Q3 | $4.5K | Hold |
97
| – | – | ﹤0.01% | 682 |
|
2017
Q2 | $4.37K | Hold |
97
| – | – | ﹤0.01% | 686 |
|
2017
Q1 | $3.92K | Hold |
97
| – | – | ﹤0.01% | 657 |
|
2016
Q4 | $3.69K | Buy |
+97
| New | +$3.69K | ﹤0.01% | 547 |
|