LWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,470
| Closed | -$810K | – | 62 |
|
|
2022
Q2 | $810K | Hold |
8,470
| – | – | 0.38% | 35 |
|
|
2022
Q1 | $1M | Sell |
8,470
-1,849
| -18% | -$219K | 0.43% | 28 |
|
|
2021
Q4 | $1.12M | Hold |
10,319
| – | – | 0.46% | 30 |
|
|
2021
Q3 | $1.09M | Hold |
10,319
| – | – | 0.48% | 29 |
|
|
2021
Q2 | $1.06M | Hold |
10,319
| – | – | 0.47% | 29 |
|
|
2021
Q1 | $940K | Hold |
10,319
| – | – | 0.43% | 32 |
|
|
2020
Q4 | $806K | Hold |
10,319
| – | – | 0.36% | 35 |
|
|
2020
Q3 | $655K | Hold |
10,319
| – | – | 0.32% | 35 |
|
|
2020
Q2 | $628K | Buy |
10,319
+2,087
| +25% | +$127K | 0.33% | 35 |
|
|
2020
Q1 | $429K | Hold |
8,232
| – | – | 0.28% | 40 |
|
|
2019
Q4 | $772K | Buy |
+8,232
| New | +$772K | 0.4% | 31 |
|