Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $119 | Buy |
+1
| New | +$119 | ﹤0.01% | 1095 |
|
|
2023
Q3 | – | Sell |
-59
| Closed | -$5.21K | – | 472 |
|
|
2023
Q2 | $5.21K | Hold |
59
| – | – | ﹤0.01% | 381 |
|
|
2023
Q1 | $4.88K | Hold |
59
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $5.87K | Buy |
+59
| New | +$5.87K | ﹤0.01% | 356 |
|
|
2022
Q1 | – | Sell |
-26
| Closed | -$3K | – | 474 |
|
|
2021
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 383 |
|