Holistic Financial Partners’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,378	Closed	-$143K	–	283
2018 Q1	$143K	Hold	1,378	–	–	0.12%	91
2017 Q4	$158K	Buy	+1,378	New	+$158K	0.13%	86