Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $21K | Hold |
359
| – | – | 0.01% | 344 |
|
|
2020
Q1 | $18K | Sell |
359
-23
| -6% | -$1.15K | 0.01% | 335 |
|
|
2019
Q4 | $36K | Buy |
382
+37
| +11% | +$3.49K | 0.01% | 298 |
|
|
2019
Q3 | $31K | Hold |
345
| – | – | 0.01% | 308 |
|
|
2019
Q2 | $34K | Hold |
345
| – | – | 0.01% | 284 |
|
|
2019
Q1 | $32K | Hold |
345
| – | – | 0.01% | 278 |
|
|
2018
Q4 | $28K | Buy |
345
+23
| +7% | +$1.87K | 0.01% | 254 |
|
|
2018
Q3 | $33K | Hold |
322
| – | – | 0.01% | 261 |
|
|
2018
Q2 | $30K | Sell |
322
-10
| -3% | -$932 | 0.01% | 249 |
|
|
2018
Q1 | $34K | Sell |
332
-142
| -30% | -$14.5K | 0.01% | 245 |
|
|
2017
Q4 | $55K | Sell |
474
-120
| -20% | -$13.9K | 0.02% | 198 |
|
|
2017
Q3 | $63K | Buy |
594
+265
| +81% | +$28.1K | 0.02% | 201 |
|
|
2017
Q2 | $36K | Buy |
+329
| New | +$36K | 0.01% | 233 |
|