Cerro Pacific Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,941
| Closed | -$392K | – | 161 |
|
|
2022
Q4 | $392K | Sell |
3,941
-671
| -15% | -$66.7K | 0.21% | 116 |
|
|
2022
Q3 | $396K | Sell |
4,612
-165
| -3% | -$14.2K | 0.24% | 101 |
|
|
2022
Q2 | $457K | Sell |
4,777
-336
| -7% | -$32.1K | 0.29% | 97 |
|
|
2022
Q1 | $604K | Buy |
5,113
+104
| +2% | +$12.3K | 0.37% | 86 |
|
|
2021
Q4 | $542K | Buy |
+5,009
| New | +$542K | 0.34% | 83 |
|