Willingdon Wealth Management’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $1K | Sell |
16
-37
| -70% | -$2.31K | ﹤0.01% | 363 |
|
|
2019
Q3 | $5K | Sell |
53
-13
| -20% | -$1.23K | ﹤0.01% | 278 |
|
|
2019
Q2 | $7K | Sell |
66
-23,075
| -100% | -$2.45M | ﹤0.01% | 251 |
|
|
2019
Q1 | $2.13M | Buy |
23,141
+345
| +2% | +$31.7K | 0.52% | 69 |
|
|
2018
Q4 | $1.86M | Sell |
22,796
-533
| -2% | -$43.5K | 0.54% | 75 |
|
|
2018
Q3 | $2.36M | Buy |
23,329
+985
| +4% | +$99.8K | 0.65% | 66 |
|
|
2018
Q2 | $2.09M | Buy |
22,344
+8,871
| +66% | +$829K | 0.64% | 69 |
|
|
2018
Q1 | $1.4M | Buy |
13,473
+4,667
| +53% | +$483K | 0.44% | 87 |
|
|
2017
Q4 | $1.01M | Buy |
8,806
+1,123
| +15% | +$129K | 0.33% | 88 |
|
|
2017
Q3 | $817K | Buy |
7,683
+703
| +10% | +$74.8K | 0.3% | 85 |
|
|
2017
Q2 | $755K | Buy |
+6,980
| New | +$755K | 0.3% | 102 |
|