Spartan Planning & 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
2023 Q4	$104K	Sell	1,007 -2,747	-73%	-$285K	0.11%	91
2023 Q3	$356K	Buy	+3,754	New	+$356K	0.42%	35
2022 Q4	$2.39K	Buy	+24	New	+$2.39K	﹤0.01%	125
2022 Q2	–	Sell	-1,673	Closed	-$198K	–	141
2022 Q1	$198K	Buy	+1,673	New	+$198K	0.25%	53