Monterey Private Wealth’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,330	Closed	-$345K	–	118
2023 Q4	$345K	Hold	3,330	–	–	0.16%	64
2023 Q3	$316K	Hold	3,330	–	–	0.16%	64
2023 Q2	$294K	Buy	+3,330	New	+$294K	0.14%	73