Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $11K | Hold |
114
| – | – | 0.01% | 147 |
|
|
2022
Q1 | $13K | Hold |
114
| – | – | 0.01% | 140 |
|
|
2021
Q4 | $12K | Hold |
114
| – | – | 0.01% | 159 |
|
|
2021
Q3 | $12K | Hold |
114
| – | – | 0.01% | 150 |
|
|
2021
Q2 | $12K | Buy |
+114
| New | +$12K | 0.01% | 159 |
|
|
2020
Q1 | $6K | Sell |
114
-44
| -28% | -$2.32K | 0.01% | 148 |
|
|
2019
Q4 | $15K | Buy |
+158
| New | +$15K | 0.01% | 234 |
|
|
2019
Q2 | $16K | Hold |
158
| – | – | 0.01% | 271 |
|
|
2019
Q1 | $16K | Sell |
158
-2,661
| -94% | -$269K | 0.01% | 271 |
|
|
2018
Q4 | $230K | Buy |
+2,819
| New | +$230K | 0.09% | 129 |
|