One 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,307
| Closed | -$329K | – | 494 |
|
|
2022
Q4 | $329K | Buy |
+3,307
| New | +$329K | 0.08% | 134 |
|
|
2022
Q3 | – | Sell |
-2,299
| Closed | -$220K | – | 205 |
|
|
2022
Q2 | $220K | Buy |
+2,299
| New | +$220K | 0.06% | 171 |
|
|
2019
Q2 | – | Sell |
-1,766
| Closed | -$162K | – | 400 |
|
|
2019
Q1 | $162K | Buy |
+1,766
| New | +$162K | 0.13% | 137 |
|
|
2018
Q4 | – | Sell |
-2,419
| Closed | -$245K | – | 384 |
|
|
2018
Q3 | $245K | Buy |
2,419
+1,090
| +82% | +$110K | 0.19% | 104 |
|
|
2018
Q2 | $124K | Sell |
1,329
-318
| -19% | -$29.7K | 0.1% | 169 |
|
|
2018
Q1 | $171K | Sell |
1,647
-1,274
| -44% | -$132K | 0.15% | 135 |
|
|
2017
Q4 | $336K | Buy |
+2,921
| New | +$336K | 0.27% | 58 |
|