Genovese Burford & Brothers Wealth & Retirement Plan Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-231
| Closed | -$22K | – | 297 |
|
|
2018
Q2 | $22K | Hold |
231
| – | – | 0.01% | 244 |
|
|
2018
Q1 | $24K | Buy |
+231
| New | +$24K | 0.01% | 233 |
|
|
2017
Q4 | – | Sell |
-231
| Closed | -$24K | – | 399 |
|
|
2017
Q3 | $24K | Hold |
231
| – | – | 0.01% | 208 |
|
|
2017
Q2 | $24K | Hold |
231
| – | – | 0.01% | 198 |
|
|
2017
Q1 | $25K | Buy |
231
+190
| +463% | +$20.6K | 0.01% | 206 |
|
|
2016
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 389 |
|
|
2016
Q3 | $3K | Sell |
41
-41
| -50% | -$3K | ﹤0.01% | 378 |
|
|
2016
Q2 | $5K | Sell |
82
-111
| -58% | -$6.77K | ﹤0.01% | 324 |
|
|
2016
Q1 | $13K | Buy |
193
+111
| +135% | +$7.48K | 0.01% | 235 |
|
|
2015
Q4 | $7K | Buy |
+82
| New | +$7K | ﹤0.01% | 278 |
|