HCR 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
2023 Q4	–	Sell	-17,770	Closed	-$1.69M	–	212
2023 Q3	$1.69M	Sell	17,770 -9,047	-34%	-$858K	0.37%	51
2023 Q2	$2.37M	Buy	26,817 +3,002	+13%	+$265K	0.44%	39
2023 Q1	$1.97M	Buy	+23,815	New	+$1.97M	0.39%	55