Sax 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
Q2 | – | Sell |
-2,990
| Closed | -$247K | – | 183 |
|
|
2023
Q1 | $247K | Buy |
2,990
+5
| +0.2% | +$414 | 0.05% | 148 |
|
|
2022
Q4 | $297K | Buy |
2,985
+3
| +0.1% | +$298 | 0.07% | 134 |
|
|
2022
Q3 | $256K | Sell |
2,982
-2
| -0.1% | -$172 | 0.07% | 141 |
|
|
2022
Q2 | $285K | Buy |
2,984
+369
| +14% | +$35.2K | 0.07% | 138 |
|
|
2022
Q1 | $309K | Sell |
2,615
-9
| -0.3% | -$1.06K | 0.07% | 138 |
|
|
2021
Q4 | $284K | Buy |
2,624
+7
| +0.3% | +$758 | 0.06% | 147 |
|
|
2021
Q3 | $275K | Buy |
+2,617
| New | +$275K | 0.07% | 137 |
|