LWM
LBA Wealth Management’s Prudential Financial PRU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $32K | Hold |
304
| – | – | 0.02% | 235 |
|
2016
Q4 | $32K | Hold |
304
| – | – | 0.02% | 226 |
|
2016
Q3 | $25K | Buy |
304
+179
| +143% | +$14.7K | 0.01% | 249 |
|
2016
Q2 | $9K | Hold |
125
| – | – | 0.01% | 316 |
|
2016
Q1 | $9K | Hold |
125
| – | – | 0.01% | 314 |
|
2015
Q4 | $10K | Hold |
125
| – | – | 0.01% | 295 |
|
2015
Q3 | $10K | Hold |
125
| – | – | 0.01% | 258 |
|
2015
Q2 | $11K | Hold |
125
| – | – | 0.01% | 240 |
|
2015
Q1 | $10K | Hold |
125
| – | – | 0.01% | 238 |
|
2014
Q4 | $11K | Hold |
125
| – | – | 0.01% | 228 |
|
2014
Q3 | $11K | Hold |
125
| – | – | 0.01% | 281 |
|
2014
Q2 | $11K | Hold |
125
| – | – | 0.01% | 204 |
|
2014
Q1 | $11K | Hold |
125
| – | – | 0.01% | 197 |
|
2013
Q4 | $12K | Buy |
+125
| New | +$12K | 0.01% | 200 |
|