WealthPLAN Partners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-480
| Closed | -$42.3K | – | 923 |
|
|
2023
Q2 | $42.3K | Sell |
480
-769
| -62% | -$67.8K | 0.01% | 540 |
|
|
2023
Q1 | $103K | Sell |
1,249
-757
| -38% | -$62.6K | 0.01% | 419 |
|
|
2022
Q4 | $207K | Buy |
+2,006
| New | +$207K | 0.01% | 371 |
|
|
2022
Q1 | $276K | Sell |
2,542
-349
| -12% | -$37.9K | 0.02% | 328 |
|
|
2021
Q4 | $323K | Hold |
2,891
| – | – | 0.02% | 308 |
|
|
2021
Q3 | $306K | Buy |
2,891
+44
| +2% | +$4.66K | 0.02% | 308 |
|
|
2021
Q2 | $306K | Buy |
2,847
+132
| +5% | +$14.2K | 0.02% | 285 |
|
|
2021
Q1 | $276K | Buy |
2,715
+22
| +0.8% | +$2.24K | 0.02% | 283 |
|
|
2020
Q4 | $223K | Buy |
+2,693
| New | +$223K | 0.02% | 301 |
|
|
2020
Q3 | – | Sell |
-3,128
| Closed | -$218K | – | 323 |
|
|
2020
Q2 | $218K | Buy |
+3,128
| New | +$218K | 0.02% | 277 |
|
|
2019
Q2 | – | Sell |
-2,140
| Closed | -$210K | – | 267 |
|
|
2019
Q1 | $210K | Buy |
+2,140
| New | +$210K | 0.03% | 241 |
|
|
2016
Q3 | $661 | Sell |
8
-468
| -98% | -$38.7K | ﹤0.01% | 911 |
|
|
2016
Q2 | $13.7K | Buy |
+476
| New | +$13.7K | ﹤0.01% | 1599 |
|
|
2015
Q4 | $10.9K | Buy |
+518
| New | +$10.9K | ﹤0.01% | 1120 |
|
|
2015
Q2 | $12K | Buy |
142
+8
| +6% | +$676 | 0.01% | 301 |
|
|
2015
Q1 | $11K | Buy |
+134
| New | +$11K | 0.01% | 374 |
|