Berman Capital Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $263K | Buy |
2,513
+788
| +46% | +$82.5K | 0.04% | 223 |
|
|
2021
Q2 | $176K | Buy |
1,725
+438
| +34% | +$44.7K | 0.03% | 260 |
|
|
2021
Q1 | $116K | Buy |
1,287
+506
| +65% | +$45.6K | 0.02% | 273 |
|
|
2020
Q4 | $61K | Sell |
781
-5
| -0.6% | -$391 | 0.01% | 353 |
|
|
2020
Q3 | $49K | Buy |
786
+27
| +4% | +$1.68K | 0.01% | 348 |
|
|
2020
Q2 | $46K | Buy |
759
+1
| +0.1% | +$61 | 0.01% | 340 |
|
|
2020
Q1 | $38K | Buy |
758
+385
| +103% | +$19.3K | 0.01% | 351 |
|
|
2019
Q4 | $35K | Buy |
373
+38
| +11% | +$3.57K | 0.01% | 397 |
|
|
2019
Q3 | $30K | Buy |
335
+8
| +2% | +$716 | 0.01% | 404 |
|
|
2019
Q2 | $33K | Sell |
327
-19
| -5% | -$1.92K | 0.01% | 395 |
|
|
2019
Q1 | $31K | Buy |
346
+140
| +68% | +$12.5K | 0.01% | 359 |
|
|
2018
Q4 | $16K | Buy |
+206
| New | +$16K | 0.01% | 428 |
|