JPLA
Joseph P. Lucia & Associates’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-825
| Closed | -$79K | – | 369 |
|
|
2022
Q2 | $79K | Hold |
825
| – | – | 0.06% | 156 |
|
|
2022
Q1 | $97K | Buy |
+825
| New | +$97K | 0.06% | 153 |
|
|
2021
Q4 | – | Sell |
-948
| Closed | -$100K | – | 447 |
|
|
2021
Q3 | $100K | Sell |
948
-75
| -7% | -$7.91K | 0.06% | 167 |
|
|
2021
Q2 | $105K | Buy |
1,023
+400
| +64% | +$41.1K | 0.06% | 163 |
|
|
2021
Q1 | $57K | Buy |
623
+120
| +24% | +$11K | 0.03% | 198 |
|
|
2020
Q4 | $39K | Buy |
+503
| New | +$39K | 0.03% | 205 |
|
|
2020
Q3 | – | Sell |
-528
| Closed | -$32K | – | 376 |
|
|
2020
Q2 | $32K | Hold |
528
| – | – | 0.03% | 202 |
|
|
2020
Q1 | $28K | Sell |
528
-210
| -28% | -$11.1K | 0.03% | 207 |
|
|
2019
Q4 | $69K | Buy |
738
+633
| +603% | +$59.2K | 0.06% | 151 |
|
|
2019
Q3 | $9K | Hold |
105
| – | – | 0.01% | 322 |
|
|
2019
Q2 | $11K | Sell |
105
-2,367
| -96% | -$248K | 0.01% | 299 |
|
|
2019
Q1 | $25 | Buy |
+2,472
| New | +$25 | ﹤0.01% | 315 |
|