TrueWealth LLC’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 | $6K | Sell |
103
-94
| -48% | -$5.48K | ﹤0.01% | 548 |
|
|
2020
Q1 | $10K | Sell |
197
-91
| -32% | -$4.62K | ﹤0.01% | 456 |
|
|
2019
Q4 | $27K | Sell |
288
-604
| -68% | -$56.6K | 0.01% | 344 |
|
|
2019
Q3 | $80K | Sell |
892
-10
| -1% | -$897 | 0.03% | 220 |
|
|
2019
Q2 | $91K | Sell |
902
-10
| -1% | -$1.01K | 0.04% | 206 |
|
|
2019
Q1 | $84K | Hold |
912
| – | – | 0.04% | 214 |
|
|
2018
Q4 | $74K | Buy |
912
+1
| +0.1% | +$81 | 0.04% | 212 |
|
|
2018
Q3 | $92K | Hold |
911
| – | – | 0.04% | 204 |
|
|
2018
Q2 | $85K | Hold |
911
| – | – | 0.04% | 214 |
|
|
2018
Q1 | $94K | Buy |
911
+1
| +0.1% | +$103 | 0.05% | 195 |
|
|
2017
Q4 | $105K | Buy |
+910
| New | +$105K | 0.05% | 204 |
|