WESPAC Advisors SoCal’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$18K | – | 242 |
|
|
2019
Q1 | $18K | Hold |
200
| – | – | 0.01% | 184 |
|
|
2018
Q4 | $16K | Hold |
200
| – | – | 0.01% | 202 |
|
|
2018
Q3 | $20K | Buy |
+200
| New | +$20K | 0.01% | 186 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$20K | – | 210 |
|
|
2018
Q1 | $20K | Hold |
200
| – | – | 0.01% | 166 |
|
|
2017
Q4 | $22K | Hold |
200
| – | – | 0.01% | 156 |
|
|
2017
Q3 | $21K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2017
Q2 | $21K | Hold |
200
| – | – | 0.01% | 150 |
|
|
2017
Q1 | $21.3K | Hold |
200
| – | – | 0.01% | 148 |
|
|
2016
Q4 | $20.8K | Hold |
200
| – | – | 0.01% | 147 |
|
|
2016
Q3 | $16.3K | Hold |
200
| – | – | 0.01% | 161 |
|
|
2016
Q2 | $14.3K | Hold |
200
| – | – | 0.01% | 179 |
|
|
2016
Q1 | $14.4K | Hold |
200
| – | – | 0.01% | 175 |
|
|
2015
Q4 | $16K | Buy |
+200
| New | +$16K | 0.01% | 169 |
|