Evolution Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-158
| Closed | -$17K | – | 513 |
|
|
2021
Q3 | $17K | Hold |
158
| – | – | ﹤0.01% | 334 |
|
|
2021
Q2 | $16K | Hold |
158
| – | – | ﹤0.01% | 338 |
|
|
2021
Q1 | $14K | Hold |
158
| – | – | ﹤0.01% | 362 |
|
|
2020
Q4 | $12K | Hold |
158
| – | – | ﹤0.01% | 330 |
|
|
2020
Q3 | $10K | Sell |
158
-58
| -27% | -$3.67K | ﹤0.01% | 355 |
|
|
2020
Q2 | $13K | Buy |
216
+158
| +272% | +$9.51K | ﹤0.01% | 256 |
|
|
2020
Q1 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 288 |
|
|
2019
Q4 | – | Sell |
-77
| Closed | -$7K | – | 678 |
|
|
2019
Q3 | $7K | Buy |
77
+3
| +4% | +$273 | ﹤0.01% | 235 |
|
|
2019
Q2 | $7K | Buy |
+74
| New | +$7K | ﹤0.01% | 215 |
|