YHB Investment Advisors’s Prudential Financial PRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,910
| Closed | -$226K | – | 292 |
|
|
2022
Q1 | $226K | Buy |
+1,910
| New | +$226K | 0.02% | 279 |
|
|
2019
Q4 | – | Sell |
-10,746
| Closed | -$967K | – | 195 |
|
|
2019
Q3 | $967K | Sell |
10,746
-6,400
| -37% | -$576K | 0.15% | 111 |
|
|
2019
Q2 | $1.73M | Sell |
17,146
-1,000
| -6% | -$101K | 0.28% | 91 |
|
|
2019
Q1 | $1.67M | Hold |
18,146
| – | – | 0.26% | 96 |
|
|
2018
Q4 | $1.48M | Buy |
+18,146
| New | +$1.48M | 0.26% | 95 |
|
|
2014
Q1 | – | Sell |
-3,100
| Closed | -$286K | – | 151 |
|
|
2013
Q4 | $286K | Buy |
+3,100
| New | +$286K | 0.08% | 134 |
|