WAOTB
Wealth Advisors of Tampa Bay’s Prudential Financial PRU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26,396
| Closed | -$2.86M | – | 111 |
|
|
2021
Q4 | $2.86M | Buy |
26,396
+13,891
| +111% | +$1.5M | 0.7% | 54 |
|
|
2021
Q3 | $1.32M | Sell |
12,505
-220
| -2% | -$23.2K | 0.73% | 53 |
|
|
2021
Q2 | $1.3M | Buy |
12,725
+304
| +2% | +$31.2K | 0.73% | 54 |
|
|
2021
Q1 | $1.13M | Sell |
12,421
-507
| -4% | -$46.2K | 0.67% | 59 |
|
|
2020
Q4 | $1.01M | Sell |
12,928
-60
| -0.5% | -$4.68K | 0.7% | 52 |
|
|
2020
Q3 | $825K | Buy |
12,988
+141
| +1% | +$8.96K | 0.61% | 54 |
|
|
2020
Q2 | $782K | Buy |
12,847
+820
| +7% | +$49.9K | 0.65% | 49 |
|
|
2020
Q1 | $627K | Hold |
12,027
| – | – | 0.7% | 45 |
|
|
2019
Q4 | $1.13M | Sell |
12,027
-2,053
| -15% | -$192K | 1.04% | 36 |
|
|
2019
Q3 | $1.27M | Sell |
14,080
-539
| -4% | -$48.5K | 1.05% | 41 |
|
|
2019
Q2 | $1.48M | Sell |
14,619
-360
| -2% | -$36.4K | 1.07% | 41 |
|
|
2019
Q1 | $1.38M | Buy |
14,979
+44
| +0.3% | +$4.04K | 1% | 41 |
|
|
2018
Q4 | $1.22M | Buy |
14,935
+1
| +0% | +$81 | 0.99% | 39 |
|
|
2018
Q3 | $1.52M | Buy |
14,934
+340
| +2% | +$34.5K | 1.06% | 39 |
|
|
2018
Q2 | $1.38M | Buy |
14,594
+871
| +6% | +$82.2K | 1.05% | 37 |
|
|
2018
Q1 | $1.42M | Buy |
13,723
+2,010
| +17% | +$208K | 1.03% | 39 |
|
|
2017
Q4 | $1.38M | Buy |
+11,713
| New | +$1.38M | 0.95% | 40 |
|