Jacobus Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $125K | Hold |
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|
2017
Q2 | $128K | Hold |
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|
2017
Q1 | $126K | Hold |
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|
2016
Q4 | $123K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $117K | Sell |
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|
2015
Q3 | $186K | Hold |
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|
2015
Q2 | $213K | Buy |
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|
2015
Q1 | $188K | Hold |
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|
2014
Q4 | $211K | Hold |
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|
2014
Q3 | $206K | Buy |
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|
2014
Q2 | $159K | Buy |
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|
2014
Q1 | $104K | Hold |
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|
2013
Q4 | $114K | Buy |
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