Omnia Family Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-47
| Closed | -$4K | – | 598 |
|
2018
Q4 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 310 |
|
2018
Q2 | – | Sell |
-63
| Closed | -$7K | – | 605 |
|
2018
Q1 | $7K | Sell |
63
-144
| -70% | -$16K | ﹤0.01% | 287 |
|
2017
Q4 | $24K | Buy |
207
+144
| +229% | +$16.7K | 0.01% | 218 |
|
2017
Q3 | $7K | Sell |
63
-47
| -43% | -$5.22K | ﹤0.01% | 313 |
|
2017
Q2 | $12K | Buy |
110
+63
| +134% | +$6.87K | 0.01% | 261 |
|
2017
Q1 | $5K | Hold |
47
| – | – | ﹤0.01% | 397 |
|
2016
Q4 | $5K | Buy |
+47
| New | +$5K | ﹤0.01% | 389 |
|