BlackDiamond Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,007
| Closed | -$382K | – | 135 |
|
|
2023
Q2 | $382K | Sell |
4,007
-273
| -6% | -$26K | 0.32% | 76 |
|
|
2023
Q1 | $359K | Buy |
4,280
+259
| +6% | +$21.7K | 0.37% | 68 |
|
|
2022
Q4 | $399K | Sell |
4,021
-66
| -2% | -$6.56K | 0.45% | 63 |
|
|
2022
Q3 | $414K | Buy |
4,087
+1,074
| +36% | +$109K | 0.5% | 49 |
|
|
2022
Q2 | $289K | Buy |
3,013
+91
| +3% | +$8.73K | 0.36% | 82 |
|
|
2022
Q1 | $345K | Sell |
2,922
-494
| -14% | -$58.3K | 0.41% | 70 |
|
|
2021
Q4 | $370K | Buy |
+3,416
| New | +$370K | 0.42% | 79 |
|