AWM
Aevitas Wealth Management’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-507
| Closed | -$35K | – | 262 |
|
|
2019
Q1 | $35K | Buy |
507
+3
| +0.6% | +$207 | 0.03% | 210 |
|
|
2018
Q4 | $31K | Buy |
504
+3
| +0.6% | +$185 | 0.03% | 213 |
|
|
2018
Q3 | $35K | Buy |
501
+2
| +0.4% | +$140 | 0.03% | 230 |
|
|
2018
Q2 | $34K | Buy |
499
+3
| +0.6% | +$204 | 0.03% | 229 |
|
|
2018
Q1 | $36K | Buy |
496
+2
| +0.4% | +$145 | 0.04% | 205 |
|
|
2017
Q4 | $35K | Buy |
+494
| New | +$35K | 0.03% | 208 |
|