Wealthspire Advisors (Maryland)’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $349K | Buy |
5,497
+595
| +12% | +$37.8K | 0.01% | 326 |
|
|
2020
Q2 | $299K | Buy |
4,902
+142
| +3% | +$8.66K | 0.02% | 340 |
|
|
2020
Q1 | $248K | Sell |
4,760
-1,022
| -18% | -$53.2K | 0.02% | 342 |
|
|
2019
Q4 | $542K | Buy |
5,782
+116
| +2% | +$10.9K | 0.04% | 268 |
|
|
2019
Q3 | $510K | Buy |
5,666
+128
| +2% | +$11.5K | 0.04% | 256 |
|
|
2019
Q2 | $559K | Buy |
5,538
+29
| +0.5% | +$2.93K | 0.04% | 237 |
|
|
2019
Q1 | $506K | Buy |
5,509
+84
| +2% | +$7.72K | 0.04% | 249 |
|
|
2018
Q4 | $442K | Buy |
5,425
+1,763
| +48% | +$144K | 0.04% | 242 |
|
|
2018
Q3 | $371K | Buy |
3,662
+443
| +14% | +$44.9K | 0.03% | 307 |
|
|
2018
Q2 | $301K | Sell |
3,219
-162
| -5% | -$15.1K | 0.03% | 363 |
|
|
2018
Q1 | $350K | Sell |
3,381
-67
| -2% | -$6.94K | 0.03% | 322 |
|
|
2017
Q4 | $396K | Sell |
3,448
-45
| -1% | -$5.17K | 0.04% | 307 |
|
|
2017
Q3 | $371K | Sell |
3,493
-18
| -0.5% | -$1.91K | 0.04% | 311 |
|
|
2017
Q2 | $380K | Buy |
3,511
+788
| +29% | +$85.3K | 0.05% | 279 |
|
|
2017
Q1 | $290K | Sell |
2,723
-56
| -2% | -$5.96K | 0.04% | 292 |
|
|
2016
Q4 | $289K | Buy |
2,779
+66
| +2% | +$6.86K | 0.04% | 285 |
|
|
2016
Q3 | $222K | Sell |
2,713
-101
| -4% | -$8.27K | 0.03% | 350 |
|
|
2016
Q2 | $201K | Buy |
2,814
+413
| +17% | +$29.5K | 0.03% | 365 |
|
|
2016
Q1 | $173K | Buy |
2,401
+313
| +15% | +$22.6K | 0.03% | 394 |
|
|
2015
Q4 | $170K | Buy |
+2,088
| New | +$170K | 0.03% | 397 |
|