Westover Capital Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,491
| Closed | -$555K | – | 145 |
|
|
2019
Q2 | $555K | Buy |
+5,491
| New | +$555K | 0.27% | 76 |
|
|
2018
Q4 | – | Sell |
-2,557
| Closed | -$259K | – | 133 |
|
|
2018
Q3 | $259K | Buy |
+2,557
| New | +$259K | 0.13% | 102 |
|
|
2018
Q2 | – | Sell |
-2,466
| Closed | -$255K | – | 111 |
|
|
2018
Q1 | $255K | Buy |
+2,466
| New | +$255K | 0.14% | 102 |
|
|
2015
Q1 | – | Sell |
-3,066
| Closed | -$277K | – | 92 |
|
|
2014
Q4 | $277K | Hold |
3,066
| – | – | 0.24% | 75 |
|
|
2014
Q3 | $270K | Hold |
3,066
| – | – | 0.22% | 78 |
|
|
2014
Q2 | $272K | Hold |
3,066
| – | – | 0.23% | 77 |
|
|
2014
Q1 | $260K | Buy |
+3,066
| New | +$260K | 0.24% | 74 |
|