Trivium Point Advisory’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,204
| Closed | -$1.33M | – | 170 |
|
|
2019
Q4 | $1.33M | Buy |
14,204
+1,495
| +12% | +$140K | 0.52% | 89 |
|
|
2019
Q3 | $1.09M | Buy |
12,709
+325
| +3% | +$28K | 0.5% | 95 |
|
|
2019
Q2 | $1.25M | Buy |
12,384
+1,390
| +13% | +$140K | 0.56% | 86 |
|
|
2019
Q1 | $1.01M | Buy |
10,994
+6,961
| +173% | +$639K | 0.47% | 98 |
|
|
2018
Q4 | $329K | Buy |
+4,033
| New | +$329K | 0.2% | 120 |
|