TFO Wealth Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6
| Closed | -$704 | – | 593 |
|
2024
Q1 | $704 | Hold |
6
| – | – | ﹤0.01% | 206 |
|
2023
Q4 | $622 | Hold |
6
| – | – | ﹤0.01% | 280 |
|
2023
Q3 | $529 | Hold |
6
| – | – | ﹤0.01% | 443 |
|
2023
Q2 | $529 | Hold |
6
| – | – | ﹤0.01% | 273 |
|
2023
Q1 | $496 | Buy |
6
+2
| +50% | +$165 | ﹤0.01% | 248 |
|
2022
Q4 | $291 | Buy |
+4
| New | +$291 | ﹤0.01% | 569 |
|
2022
Q3 | – | Sell |
-24
| Closed | -$2K | – | 405 |
|
2022
Q2 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 344 |
|