Pinion Investment Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,114
| Closed | -$292K | – | 112 |
|
|
2019
Q4 | $292K | Buy |
3,114
+439
| +16% | +$41.2K | 0.54% | 94 |
|
|
2019
Q3 | $241K | Buy |
2,675
+280
| +12% | +$25.2K | 0.49% | 103 |
|
|
2019
Q2 | $242K | Buy |
2,395
+85
| +4% | +$8.59K | 0.52% | 97 |
|
|
2019
Q1 | $212K | Buy |
+2,310
| New | +$212K | 0.37% | 114 |
|
|
2018
Q4 | – | Sell |
-2,950
| Closed | -$299K | – | 119 |
|
|
2018
Q3 | $299K | Sell |
2,950
-80
| -3% | -$8.11K | 0.57% | 93 |
|
|
2018
Q2 | $283K | Buy |
+3,030
| New | +$283K | 0.55% | 93 |
|