First Foundation Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-12,923
| Closed | -$1.4M | – | 333 |
|
|
2017
Q2 | $1.4M | Buy |
12,923
+11
| +0.1% | +$1.19K | 0.08% | 129 |
|
|
2017
Q1 | $1.38M | Sell |
12,912
-39
| -0.3% | -$4.16K | 0.09% | 124 |
|
|
2016
Q4 | $1.35M | Buy |
12,951
+532
| +4% | +$55.4K | 0.09% | 124 |
|
|
2016
Q3 | $1.01M | Hold |
12,419
| – | – | 0.07% | 134 |
|
|
2016
Q2 | $886K | Hold |
12,419
| – | – | 0.06% | 140 |
|
|
2016
Q1 | $897K | Sell |
12,419
-250
| -2% | -$18.1K | 0.07% | 128 |
|
|
2015
Q4 | $1.03M | Buy |
12,669
+250
| +2% | +$20.3K | 0.07% | 125 |
|
|
2015
Q3 | $946K | Hold |
12,419
| – | – | 0.08% | 120 |
|
|
2015
Q2 | $1.09M | Buy |
+12,419
| New | +$1.09M | 0.09% | 111 |
|