SFPIA
Stevens First Principles Investment Advisors’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 136 |
|
|
2019
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 140 |
|
|
2018
Q4 | $4K | Hold |
45
| – | – | ﹤0.01% | 139 |
|
|
2018
Q3 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 142 |
|
|
2015
Q3 | – | Sell |
-1,120
| Closed | -$98K | – | 223 |
|
|
2015
Q2 | $98K | Hold |
1,120
| – | – | 0.06% | 104 |
|
|
2015
Q1 | $90K | Hold |
1,120
| – | – | 0.06% | 116 |
|
|
2014
Q4 | $101K | Hold |
1,120
| – | – | 0.07% | 105 |
|
|
2014
Q3 | $98K | Hold |
1,120
| – | – | 0.05% | 117 |
|
|
2014
Q2 | $99K | Hold |
1,120
| – | – | 0.05% | 117 |
|
|
2014
Q1 | $95K | Hold |
1,120
| – | – | 0.06% | 110 |
|
|
2013
Q4 | $103K | Hold |
1,120
| – | – | 0.06% | 113 |
|
|
2013
Q3 | $87K | Hold |
1,120
| – | – | 0.05% | 119 |
|
|
2013
Q2 | $82K | Buy |
+1,120
| New | +$82K | 0.06% | 111 |
|