Guardian Wealth Advisors (North Carolina)’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,419
| Closed | -$213K | – | 440 |
|
|
2023
Q2 | $213K | Sell |
2,419
-8
| -0.3% | -$706 | 0.04% | 218 |
|
|
2023
Q1 | $201K | Sell |
2,427
-17
| -0.7% | -$1.41K | 0.04% | 214 |
|
|
2022
Q4 | $243K | Hold |
2,444
| – | – | 0.05% | 172 |
|
|
2022
Q3 | $210K | Buy |
+2,444
| New | +$210K | 0.04% | 179 |
|
|
2022
Q2 | – | Sell |
-2,196
| Closed | -$260K | – | 377 |
|
|
2022
Q1 | $260K | Buy |
+2,196
| New | +$260K | 0.11% | 138 |
|