Beacon Pointe Advisors’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,649
| Closed | -$265K | – | 1189 |
|
|
2022
Q4 | $265K | Sell |
3,649
-901
| -20% | -$65.5K | 0.01% | 906 |
|
|
2022
Q3 | $304K | Sell |
4,550
-1,790
| -28% | -$120K | 0.01% | 795 |
|
|
2022
Q2 | $434K | Buy |
6,340
+156
| +3% | +$10.7K | 0.01% | 693 |
|
|
2022
Q1 | $429K | Buy |
+6,184
| New | +$429K | 0.01% | 850 |
|