Charter Oak Capital Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-589
| Closed | -$56K | – | 686 |
|
|
2022
Q2 | $56K | Buy |
589
+29
| +5% | +$2.76K | 0.01% | 312 |
|
|
2022
Q1 | $66K | Sell |
560
-102
| -15% | -$12K | 0.01% | 314 |
|
|
2021
Q4 | $72K | Sell |
662
-60
| -8% | -$6.53K | 0.01% | 295 |
|
|
2021
Q3 | $76K | Hold |
722
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $74K | Hold |
722
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $66K | Buy |
722
+102
| +16% | +$9.32K | 0.01% | 285 |
|
|
2020
Q4 | $48K | Buy |
+620
| New | +$48K | 0.01% | 296 |
|