SWM
Selective Wealth Management’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-48
| Closed | -$4K | – | 572 |
|
|
2022
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 619 |
|
|
2022
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 634 |
|
|
2022
Q1 | $6K | Hold |
48
| – | – | ﹤0.01% | 589 |
|
|
2021
Q4 | $5K | Hold |
48
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $5K | Hold |
48
| – | – | ﹤0.01% | 409 |
|
|
2021
Q1 | $4K | Hold |
48
| – | – | ﹤0.01% | 330 |
|
|
2020
Q4 | $4K | Buy |
48
+24
| +100% | +$2K | ﹤0.01% | 305 |
|
|
2020
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 289 |
|
|
2020
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 404 |
|
|
2020
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 317 |
|
|
2019
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 296 |
|
|
2019
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 300 |
|
|
2018
Q3 | $2K | Buy |
+24
| New | +$2K | 0.02% | 145 |
|