McKinley Carter Wealth Services’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,175
| Closed | -$122K | – | 325 |
|
|
2018
Q1 | $122K | Buy |
+1,175
| New | +$122K | 0.04% | 200 |
|
|
2016
Q2 | – | Sell |
-3,002
| Closed | -$217K | – | 129 |
|
|
2016
Q1 | $217K | Buy |
3,002
+328
| +12% | +$23.7K | 0.12% | 119 |
|
|
2015
Q4 | $218K | Buy |
2,674
+8
| +0.3% | +$652 | 0.12% | 107 |
|
|
2015
Q3 | $203K | Sell |
2,666
-153
| -5% | -$11.7K | 0.13% | 107 |
|
|
2015
Q2 | $247K | Buy |
+2,819
| New | +$247K | 0.13% | 110 |
|