Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-413
| Closed | -$34K | – | 483 |
|
|
2015
Q4 | $34K | Hold |
413
| – | – | 0.01% | 213 |
|
|
2015
Q3 | $31K | Hold |
413
| – | – | 0.01% | 213 |
|
|
2015
Q2 | $36K | Buy |
413
+13
| +3% | +$1.13K | 0.01% | 208 |
|
|
2015
Q1 | $32K | Hold |
400
| – | – | 0.01% | 219 |
|
|
2014
Q4 | $36K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2014
Q3 | $35K | Hold |
400
| – | – | 0.01% | 221 |
|
|
2014
Q2 | $36K | Hold |
400
| – | – | 0.02% | 207 |
|
|
2014
Q1 | $34K | Hold |
400
| – | – | 0.01% | 199 |
|
|
2013
Q4 | $37K | Buy |
400
+125
| +45% | +$11.6K | 0.02% | 179 |
|
|
2013
Q3 | $21K | Hold |
275
| – | – | 0.01% | 195 |
|
|
2013
Q2 | $20K | Buy |
+275
| New | +$20K | 0.01% | 188 |
|