Transform Wealth’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-47,798
| Closed | -$2.49M | – | 233 |
|
|
2020
Q1 | $2.49M | Buy |
47,798
+2,495
| +6% | +$130K | 0.53% | 67 |
|
|
2019
Q4 | $4.25M | Buy |
45,303
+407
| +0.9% | +$38.2K | 0.67% | 61 |
|
|
2019
Q3 | $4.04M | Sell |
44,896
-1,012
| -2% | -$91K | 0.72% | 61 |
|
|
2019
Q2 | $4.64M | Buy |
45,908
+394
| +0.9% | +$39.8K | 0.68% | 55 |
|
|
2019
Q1 | $4.18M | Buy |
+45,514
| New | +$4.18M | 0.78% | 54 |
|
|
2018
Q3 | – | Sell |
-27,528
| Closed | -$2.57M | – | 214 |
|
|
2018
Q2 | $2.57M | Sell |
27,528
-12,800
| -32% | -$1.2M | 0.47% | 74 |
|
|
2018
Q1 | $4.18M | Sell |
40,328
-4,400
| -10% | -$456K | 0.79% | 42 |
|
|
2017
Q4 | $5.14M | Buy |
+44,728
| New | +$5.14M | 0.95% | 27 |
|