WFG Advisors’s Prudential PUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 1336 |
|
|
2017
Q1 | – | Sell |
-94
| Closed | -$4K | – | 1619 |
|
|
2016
Q4 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 1308 |
|
|
2015
Q3 | – | Sell |
-223
| Closed | -$10K | – | 1681 |
|
|
2015
Q2 | $10K | Buy |
223
+3
| +1% | +$135 | ﹤0.01% | 1188 |
|
|
2015
Q1 | $11K | Sell |
220
-564
| -72% | -$28.2K | ﹤0.01% | 1174 |
|
|
2014
Q4 | $35K | Buy |
784
+14
| +2% | +$625 | 0.01% | 1017 |
|
|
2014
Q3 | $33K | Sell |
770
-206
| -21% | -$8.83K | 0.01% | 1070 |
|
|
2014
Q2 | $43K | Sell |
976
-193
| -17% | -$8.5K | 0.01% | 965 |
|
|
2014
Q1 | $48K | Sell |
1,169
-504
| -30% | -$20.7K | 0.01% | 931 |
|
|
2013
Q4 | $73K | Sell |
1,673
-111
| -6% | -$4.84K | 0.01% | 863 |
|
|
2013
Q3 | $65K | Sell |
1,784
-1
| -0.1% | -$36 | 0.01% | 827 |
|
|
2013
Q2 | $57K | Buy |
+1,785
| New | +$57K | 0.01% | 837 |
|