Lenox Wealth Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-331
| Closed | -$30K | – | 798 |
|
|
2019
Q3 | $30K | Buy |
+331
| New | +$30K | 0.01% | 220 |
|
|
2018
Q3 | – | Sell |
-421
| Closed | -$39K | – | 493 |
|
|
2018
Q2 | $39K | Buy |
+421
| New | +$39K | 0.01% | 166 |
|
|
2016
Q2 | – | Sell |
-22
| Closed | -$2K | – | 249 |
|
|
2016
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 227 |
|
|
2015
Q4 | $2K | Sell |
22
-165
| -88% | -$15K | ﹤0.01% | 330 |
|
|
2015
Q3 | $14K | Hold |
187
| – | – | 0.01% | 163 |
|
|
2015
Q2 | $16K | Hold |
187
| – | – | 0.01% | 112 |
|
|
2015
Q1 | $15K | Hold |
187
| – | – | 0.01% | 142 |
|
|
2014
Q4 | $17K | Sell |
187
-169
| -47% | -$15.4K | 0.01% | 141 |
|
|
2014
Q3 | $31K | Hold |
356
| – | – | 0.01% | 105 |
|
|
2014
Q2 | $32K | Buy |
356
+187
| +111% | +$16.8K | 0.01% | 84 |
|
|
2014
Q1 | $15K | Sell |
169
-169
| -50% | -$15K | 0.01% | 113 |
|
|
2013
Q4 | $31K | Buy |
338
+169
| +100% | +$15.5K | 0.02% | 85 |
|
|
2013
Q3 | $13K | Hold |
169
| – | – | 0.01% | 90 |
|
|
2013
Q2 | $12K | Buy |
+169
| New | +$12K | 0.01% | 101 |
|