WR Wealth Planners’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $65.2K | Buy |
550
+39
| +8% | +$4.62K | 0.02% | 292 |
|
|
2024
Q3 | $61.9K | Buy |
511
+369
| +260% | +$44.7K | 0.02% | 309 |
|
|
2024
Q2 | $16.6K | Buy |
142
+6
| +4% | +$703 | 0.01% | 477 |
|
|
2024
Q1 | $16K | Buy |
+136
| New | +$16K | 0.01% | 496 |
|
|
2023
Q4 | – | Sell |
-174
| Closed | -$16.5K | – | 680 |
|
|
2023
Q3 | $16.5K | Sell |
174
-28
| -14% | -$2.66K | 0.01% | 456 |
|
|
2023
Q2 | $17.8K | Buy |
202
+46
| +29% | +$4.06K | 0.01% | 452 |
|
|
2023
Q1 | $12.9K | Buy |
+156
| New | +$12.9K | 0.01% | 496 |
|