IWA
IBEX Wealth Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-389
| Closed | -$45.6K | – | 230 |
|
|
2024
Q2 | $45.6K | Sell |
389
-65,155
| -99% | -$7.64M | 0.01% | 164 |
|
|
2024
Q1 | $6.52M | Buy |
65,544
+65,538
| +1,092,300% | +$6.52M | 1.77% | 20 |
|
|
2023
Q4 | $674 | Sell |
6
-67,205
| -100% | -$7.55M | 0.15% | 69 |
|
|
2023
Q3 | $6.38M | Buy |
+67,211
| New | +$6.38M | 1.62% | 20 |
|
|
2023
Q1 | $5.66M | Buy |
68,346
+2,802
| +4% | +$232K | 1.47% | 25 |
|
|
2022
Q4 | $6.52M | Buy |
65,544
+29
| +0% | +$2.88K | 1.47% | 21 |
|
|
2022
Q3 | $5.62M | Sell |
65,515
-59
| -0.1% | -$5.06K | 1.46% | 21 |
|
|
2022
Q2 | $6.27M | Buy |
65,574
+1,654
| +3% | +$158K | 1.44% | 21 |
|
|
2022
Q1 | $7.55M | Buy |
63,920
+6,472
| +11% | +$765K | 1.45% | 17 |
|
|
2021
Q4 | $6.22M | Buy |
57,448
+57,181
| +21,416% | +$6.19M | 1.1% | 25 |
|
|
2021
Q3 | $28K | Buy |
+267
| New | +$28K | 0.01% | 301 |
|
|
2019
Q3 | – | Sell |
-267
| Closed | -$26K | – | 285 |
|
|
2019
Q2 | $26K | Buy |
+267
| New | +$26K | 0.01% | 257 |
|
|
2017
Q1 | – | Sell |
-266
| Closed | -$28K | – | 308 |
|
|
2016
Q4 | $28K | Buy |
+266
| New | +$28K | 0.01% | 202 |
|