Evoke Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,090
| Closed | -$208K | – | 370 |
|
|
2022
Q4 | $208K | Buy |
2,090
+753
| +56% | +$74.9K | 0.01% | 328 |
|
|
2022
Q3 | $115K | Sell |
1,337
-21
| -2% | -$1.81K | ﹤0.01% | 393 |
|
|
2022
Q2 | $130K | Buy |
1,358
+3
| +0.2% | +$287 | ﹤0.01% | 380 |
|
|
2022
Q1 | $160K | Buy |
1,355
+631
| +87% | +$74.5K | 0.01% | 381 |
|
|
2021
Q4 | $78K | Hold |
724
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $76K | Hold |
724
| – | – | ﹤0.01% | 460 |
|
|
2021
Q2 | $74K | Hold |
724
| – | – | ﹤0.01% | 482 |
|
|
2021
Q1 | $66K | Hold |
724
| – | – | ﹤0.01% | 420 |
|
|
2020
Q4 | $57K | Sell |
724
-489
| -40% | -$38.5K | ﹤0.01% | 361 |
|
|
2020
Q3 | $77K | Sell |
1,213
-27
| -2% | -$1.71K | 0.01% | 311 |
|
|
2020
Q2 | $76K | Sell |
1,240
-39
| -3% | -$2.39K | 0.01% | 303 |
|
|
2020
Q1 | $66.7K | Buy |
1,279
+376
| +42% | +$19.6K | 0.01% | 310 |
|
|
2019
Q4 | $84.6K | Buy |
903
+7
| +0.8% | +$656 | 0.01% | 341 |
|
|
2019
Q3 | $80.6K | Buy |
+896
| New | +$80.6K | 0.01% | 404 |
|