Harvest Group Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-472
| Closed | -$37K | – | 537 |
|
|
2020
Q4 | $37K | Buy |
472
+3
| +0.6% | +$235 | 0.02% | 120 |
|
|
2020
Q3 | $30K | Buy |
469
+2
| +0.4% | +$128 | 0.02% | 127 |
|
|
2020
Q2 | $28K | Buy |
467
+2
| +0.4% | +$120 | 0.02% | 126 |
|
|
2020
Q1 | $24K | Sell |
465
-65
| -12% | -$3.36K | 0.02% | 123 |
|
|
2019
Q4 | $49K | Buy |
530
+53
| +11% | +$4.9K | 0.04% | 77 |
|
|
2019
Q3 | $43K | Buy |
477
+45
| +10% | +$4.06K | 0.05% | 85 |
|
|
2019
Q2 | $43K | Sell |
432
-129
| -23% | -$12.8K | 0.06% | 79 |
|
|
2019
Q1 | $52K | Buy |
+561
| New | +$52K | 0.05% | 87 |
|