Winslow Evans & Crocker’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $410K | Buy |
5,254
+5,149
| +4,904% | +$402K | 0.08% | 221 |
|
|
2020
Q3 | $7K | Hold |
105
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $6K | Sell |
105
-87
| -45% | -$4.97K | ﹤0.01% | 854 |
|
|
2020
Q1 | $12K | Sell |
192
-174
| -48% | -$10.9K | ﹤0.01% | 674 |
|
|
2019
Q4 | $38K | Hold |
366
| – | – | 0.01% | 552 |
|
|
2019
Q3 | $34K | Sell |
366
-36
| -9% | -$3.34K | 0.01% | 569 |
|
|
2019
Q2 | $42K | Hold |
402
| – | – | 0.01% | 547 |
|
|
2019
Q1 | $38K | Hold |
402
| – | – | 0.01% | 552 |
|
|
2018
Q4 | $34K | Sell |
402
-272
| -40% | -$23K | 0.01% | 531 |
|
|
2018
Q3 | $70K | Buy |
674
+176
| +35% | +$18.3K | 0.02% | 433 |
|
|
2018
Q2 | $50K | Hold |
498
| – | – | 0.02% | 499 |
|
|
2018
Q1 | $51.5K | Hold |
498
| – | – | 0.02% | 477 |
|
|
2017
Q4 | $57.1K | Hold |
498
| – | – | 0.02% | 464 |
|
|
2017
Q3 | $52.8K | Sell |
498
-2,296
| -82% | -$244K | 0.02% | 464 |
|
|
2017
Q2 | $302K | Hold |
2,794
| – | – | 0.08% | 253 |
|
|
2017
Q1 | $298K | Sell |
2,794
-130
| -4% | -$13.9K | 0.09% | 227 |
|
|
2016
Q4 | $304K | Hold |
2,924
| – | – | 0.09% | 223 |
|
|
2016
Q3 | $239K | Buy |
2,924
+120
| +4% | +$9.8K | 0.07% | 275 |
|
|
2016
Q2 | $200K | Hold |
2,804
| – | – | 0.06% | 280 |
|
|
2016
Q1 | $203K | Sell |
2,804
-44
| -2% | -$3.18K | 0.06% | 269 |
|
|
2015
Q4 | $232K | Buy |
2,848
+558
| +24% | +$45.4K | 0.07% | 270 |
|
|
2015
Q3 | $174K | Buy |
2,290
+248
| +12% | +$18.9K | 0.05% | 298 |
|
|
2015
Q2 | $179K | Sell |
2,042
-118
| -5% | -$10.3K | 0.05% | 330 |
|
|
2015
Q1 | $173K | Sell |
2,160
-80
| -4% | -$6.42K | 0.05% | 323 |
|
|
2014
Q4 | $203K | Sell |
2,240
-98
| -4% | -$8.86K | 0.06% | 282 |
|
|
2014
Q3 | $205K | Buy |
2,338
+1,034
| +79% | +$90.9K | 0.06% | 301 |
|
|
2014
Q2 | $116K | Buy |
1,304
+300
| +30% | +$26.6K | 0.04% | 342 |
|
|
2014
Q1 | $85K | Hold |
1,004
| – | – | 0.03% | 387 |
|
|
2013
Q4 | $93K | Buy |
+1,004
| New | +$93K | 0.03% | 386 |
|