EWM
Evercore Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,270
| Closed | -$330K | – | 416 |
|
|
2019
Q2 | $330K | Buy |
+3,270
| New | +$330K | 0.01% | 326 |
|
|
2018
Q4 | – | Sell |
-2,085
| Closed | -$211K | – | 406 |
|
|
2018
Q3 | $211K | Buy |
+2,085
| New | +$211K | 0.01% | 397 |
|
|
2018
Q1 | – | Sell |
-2,444
| Closed | -$281K | – | 688 |
|
|
2017
Q4 | $281K | Sell |
2,444
-41
| -2% | -$4.71K | 0.01% | 317 |
|
|
2017
Q3 | $264K | Buy |
2,485
+1,300
| +110% | +$138K | 0.01% | 332 |
|
|
2017
Q2 | $128K | Sell |
1,185
-490
| -29% | -$52.9K | ﹤0.01% | 421 |
|
|
2017
Q1 | $179K | Buy |
1,675
+469
| +39% | +$50.1K | 0.01% | 386 |
|
|
2016
Q4 | $125K | Sell |
1,206
-475
| -28% | -$49.2K | 0.01% | 452 |
|
|
2016
Q3 | $137K | Buy |
1,681
+145
| +9% | +$11.8K | 0.01% | 437 |
|
|
2016
Q2 | $110K | Sell |
1,536
-1,345
| -47% | -$96.3K | ﹤0.01% | 445 |
|
|
2016
Q1 | $208K | Sell |
2,881
-3,331
| -54% | -$240K | 0.01% | 350 |
|
|
2015
Q4 | $506K | Sell |
6,212
-33
| -0.5% | -$2.69K | 0.02% | 253 |
|
|
2015
Q3 | $475K | Hold |
6,245
| – | – | 0.02% | 260 |
|
|
2015
Q2 | $546K | Buy |
6,245
+1,767
| +39% | +$154K | 0.02% | 261 |
|
|
2015
Q1 | $358K | Buy |
4,478
+755
| +20% | +$60.4K | 0.02% | 323 |
|
|
2014
Q4 | $337K | Buy |
3,723
+2,570
| +223% | +$233K | 0.02% | 301 |
|
|
2014
Q3 | $101K | Buy |
1,153
+273
| +31% | +$23.9K | 0.01% | 514 |
|
|
2014
Q2 | $78K | Buy |
880
+2
| +0.2% | +$177 | ﹤0.01% | 545 |
|
|
2014
Q1 | $75K | Buy |
878
+703
| +402% | +$60.1K | ﹤0.01% | 528 |
|
|
2013
Q4 | $16K | Sell |
175
-72
| -29% | -$6.58K | ﹤0.01% | 717 |
|
|
2013
Q3 | $20K | Buy |
+247
| New | +$20K | ﹤0.01% | 687 |
|