WealthPlan Investment Management’s Prudential Financial PRU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-755	Closed	-$62.5K	–	445
2023 Q1	$62.5K	Sell	755 -1,251	-62%	-$104K	0.01%	233
2022 Q4	$209K	Buy	+2,006	New	+$209K	0.01%	368
2022 Q1	$276K	Buy	+2,542	New	+$276K	0.02%	328