Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-231
| Closed | -$19K | – | 816 |
|
|
2016
Q3 | $19K | Hold |
231
| – | – | 0.01% | 614 |
|
|
2016
Q2 | $16K | Sell |
231
-102
| -31% | -$7.07K | 0.01% | 646 |
|
|
2016
Q1 | $24K | Sell |
333
-47
| -12% | -$3.39K | 0.01% | 521 |
|
|
2015
Q4 | $31K | Sell |
380
-228
| -38% | -$18.6K | 0.01% | 484 |
|
|
2015
Q3 | $46K | Buy |
608
+38
| +7% | +$2.88K | 0.02% | 399 |
|
|
2015
Q2 | $50K | Sell |
570
-356
| -38% | -$31.2K | 0.02% | 395 |
|
|
2015
Q1 | $74K | Buy |
+926
| New | +$74K | 0.03% | 317 |
|