Cyndeo Wealth Partners’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-39,389	Closed	-$3.26M	–	346
2023 Q1	$3.26M	Buy	39,389 +10,159	+35%	+$841K	0.35%	92
2022 Q4	$2.91M	Buy	+29,230	New	+$2.91M	0.34%	97