Point View Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $693K | Sell |
8,879
-1,242
| -12% | -$96.9K | 0.28% | 117 |
|
|
2020
Q3 | $643K | Sell |
10,121
-820
| -7% | -$52.1K | 0.3% | 106 |
|
|
2020
Q2 | $666K | Buy |
10,941
+507
| +5% | +$30.9K | 0.32% | 102 |
|
|
2020
Q1 | $544K | Buy |
10,434
+177
| +2% | +$9.23K | 0.3% | 110 |
|
|
2019
Q4 | $961K | Buy |
10,257
+2,071
| +25% | +$194K | 0.4% | 86 |
|
|
2019
Q3 | $736K | Buy |
8,186
+653
| +9% | +$58.7K | 0.33% | 102 |
|
|
2019
Q2 | $761K | Sell |
7,533
-338
| -4% | -$34.1K | 0.32% | 103 |
|
|
2019
Q1 | $723K | Sell |
7,871
-95
| -1% | -$8.73K | 0.32% | 112 |
|
|
2018
Q4 | $650K | Hold |
7,966
| – | – | 0.33% | 106 |
|
|
2018
Q3 | $807K | Sell |
7,966
-202
| -2% | -$20.5K | 0.36% | 96 |
|
|
2018
Q2 | $764K | Hold |
8,168
| – | – | 0.35% | 99 |
|
|
2018
Q1 | $846K | Sell |
8,168
-113
| -1% | -$11.7K | 0.41% | 85 |
|
|
2017
Q4 | $952K | Sell |
8,281
-350
| -4% | -$40.2K | 0.45% | 77 |
|
|
2017
Q3 | $918K | Buy |
8,631
+80
| +0.9% | +$8.51K | 0.44% | 81 |
|
|
2017
Q2 | $925K | Hold |
8,551
| – | – | 0.46% | 77 |
|
|
2017
Q1 | $912K | Sell |
8,551
-35
| -0.4% | -$3.73K | 0.47% | 77 |
|
|
2016
Q4 | $893K | Sell |
8,586
-204
| -2% | -$21.2K | 0.51% | 66 |
|
|
2016
Q3 | $718K | Buy |
8,790
+1,984
| +29% | +$162K | 0.43% | 86 |
|
|
2016
Q2 | $486K | Buy |
6,806
+70
| +1% | +$5K | 0.29% | 120 |
|
|
2016
Q1 | $486K | Buy |
6,736
+995
| +17% | +$71.8K | 0.31% | 112 |
|
|
2015
Q4 | $467K | Sell |
5,741
-216
| -4% | -$17.6K | 0.34% | 105 |
|
|
2015
Q3 | $454K | Sell |
5,957
-157
| -3% | -$12K | 0.36% | 98 |
|
|
2015
Q2 | $535K | Sell |
6,114
-92
| -1% | -$8.05K | 0.42% | 88 |
|
|
2015
Q1 | $498K | Buy |
6,206
+310
| +5% | +$24.9K | 0.38% | 96 |
|
|
2014
Q4 | $533K | Buy |
5,896
+854
| +17% | +$77.2K | 0.4% | 85 |
|
|
2014
Q3 | $443K | Sell |
5,042
-262
| -5% | -$23K | 0.38% | 99 |
|
|
2014
Q2 | $471K | Sell |
5,304
-19
| -0.4% | -$1.69K | 0.41% | 92 |
|
|
2014
Q1 | $451K | Sell |
5,323
-9
| -0.2% | -$763 | 0.41% | 87 |
|
|
2013
Q4 | $492K | Buy |
+5,332
| New | +$492K | 0.47% | 78 |
|