YorkBridge Wealth Partners’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 |
-1,848
| Closed | -$187K | – | 528 |
|
|
2019
Q2 | $187K | Hold |
1,848
| – | – | 0.08% | 178 |
|
|
2019
Q1 | $170K | Sell |
1,848
-150
| -8% | -$13.8K | 0.08% | 181 |
|
|
2018
Q4 | $163K | Hold |
1,998
| – | – | 0.09% | 169 |
|
|
2018
Q3 | $203K | Hold |
1,998
| – | – | 0.09% | 165 |
|
|
2018
Q2 | $187K | Sell |
1,998
-1,017
| -34% | -$95.2K | 0.08% | 181 |
|
|
2018
Q1 | $317K | Buy |
3,015
+54
| +2% | +$5.68K | 0.15% | 137 |
|
|
2017
Q4 | $328K | Sell |
2,961
-1,329
| -31% | -$147K | 0.16% | 132 |
|
|
2017
Q3 | $456K | Sell |
4,290
-74
| -2% | -$7.87K | 0.24% | 92 |
|
|
2017
Q2 | $481K | Sell |
4,364
-135
| -3% | -$14.9K | 0.26% | 90 |
|
|
2017
Q1 | $484K | Sell |
4,499
-164
| -4% | -$17.6K | 0.25% | 87 |
|
|
2016
Q4 | $470K | Buy |
+4,663
| New | +$470K | 0.28% | 87 |
|