Icon Wealth Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$205K | – | 355 |
|
|
2021
Q2 | $205K | Buy |
+2,000
| New | +$205K | 0.02% | 341 |
|
|
2018
Q3 | – | Sell |
-52
| Closed | -$5K | – | 616 |
|
|
2018
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 762 |
|
|
2018
Q1 | – | Sell |
-315
| Closed | -$36K | – | 615 |
|
|
2017
Q4 | $36K | Buy |
+315
| New | +$36K | 0.02% | 492 |
|