BMT Investment Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.56M | Hold |
29,932
| – | – | 0.98% | 53 |
|
|
2019
Q4 | $2.81M | Buy |
29,932
+2,982
| +11% | +$280K | 1.29% | 30 |
|
|
2019
Q3 | $2.42M | Buy |
26,950
+1,200
| +5% | +$108K | 1.24% | 35 |
|
|
2019
Q2 | $2.6M | Hold |
25,750
| – | – | 1.36% | 24 |
|
|
2019
Q1 | $2.37M | Buy |
25,750
+1,511
| +6% | +$139K | 1.29% | 31 |
|
|
2018
Q4 | $1.98M | Buy |
24,239
+704
| +3% | +$57.4K | 1.25% | 34 |
|
|
2018
Q3 | $2.39M | Buy |
23,535
+2,178
| +10% | +$221K | 1.37% | 25 |
|
|
2018
Q2 | $2M | Buy |
21,357
+246
| +1% | +$23K | 1.27% | 37 |
|
|
2018
Q1 | $2.19M | Buy |
21,111
+5,047
| +31% | +$523K | 1.47% | 14 |
|
|
2017
Q4 | $1.85M | Buy |
+16,064
| New | +$1.85M | 1.34% | 22 |
|