Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,323
| Closed | -$1.38M | – | 369 |
|
|
2017
Q1 | $1.38M | Sell |
13,323
-766
| -5% | -$79.3K | 0.31% | 91 |
|
|
2016
Q4 | $1.46M | Buy |
14,089
+1,447
| +11% | +$150K | 0.32% | 80 |
|
|
2016
Q3 | $1.02M | Buy |
12,642
+192
| +2% | +$15.5K | 0.12% | 216 |
|
|
2016
Q2 | $879K | Buy |
12,450
+42
| +0.3% | +$2.97K | 0.12% | 228 |
|
|
2016
Q1 | $885K | Sell |
12,408
-141
| -1% | -$10.1K | 0.12% | 220 |
|
|
2015
Q4 | $1.01M | Sell |
12,549
-187
| -1% | -$15.1K | 0.14% | 186 |
|
|
2015
Q3 | $976K | Buy |
12,736
+288
| +2% | +$22.1K | 0.13% | 200 |
|
|
2015
Q2 | $1.1M | Sell |
12,448
-724
| -5% | -$63.7K | 0.14% | 184 |
|
|
2015
Q1 | $867K | Buy |
13,172
+256
| +2% | +$16.9K | 0.25% | 107 |
|
|
2014
Q4 | $1.17M | Sell |
12,916
-422
| -3% | -$38.2K | 0.18% | 143 |
|
|
2014
Q3 | $1.18M | Sell |
13,338
-294
| -2% | -$25.9K | 0.16% | 106 |
|
|
2014
Q2 | $1.14M | Buy |
13,632
+240
| +2% | +$20K | 0.14% | 116 |
|
|
2014
Q1 | $1.12M | Buy |
13,392
+157
| +1% | +$13.1K | 0.14% | 118 |
|
|
2013
Q4 | $1.21M | Sell |
13,235
-1,478
| -10% | -$135K | 0.15% | 106 |
|
|
2013
Q3 | $1.16M | Sell |
14,713
-655
| -4% | -$51.4K | 0.16% | 101 |
|
|
2013
Q2 | $1.12M | Buy |
+15,368
| New | +$1.12M | 0.17% | 89 |
|