RPg Family Wealth Advisory’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-326
| Closed | -$37.5K | – | 277 |
|
|
2017
Q4 | $37.5K | Hold |
326
| – | – | 0.03% | 156 |
|
|
2017
Q3 | $34.7K | Hold |
326
| – | – | 0.03% | 167 |
|
|
2017
Q2 | $35.3K | Hold |
326
| – | – | 0.03% | 194 |
|
|
2017
Q1 | $34.8K | Sell |
326
-10
| -3% | -$1.07K | 0.03% | 167 |
|
|
2016
Q4 | $35K | Sell |
336
-35,114
| -99% | -$3.65M | 0.03% | 143 |
|
|
2016
Q3 | $2.89M | Sell |
35,450
-34,377
| -49% | -$2.81M | 2.05% | 22 |
|
|
2016
Q2 | $4.98M | Buy |
69,827
+34,753
| +99% | +$2.48M | 2.18% | 20 |
|
|
2016
Q1 | $2.53M | Buy |
35,074
+535
| +2% | +$38.6K | 1.96% | 24 |
|
|
2015
Q4 | $2.81M | Buy |
+34,539
| New | +$2.81M | 2.58% | 20 |
|