CWP
Concord Wealth Partners’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20
| Closed | -$1.09K | – | 967 |
|
|
2023
Q3 | $1.09K | Hold |
20
| – | – | ﹤0.01% | 934 |
|
|
2023
Q2 | $1.13K | Hold |
20
| – | – | ﹤0.01% | 938 |
|
|
2023
Q1 | $1.23K | Hold |
20
| – | – | ﹤0.01% | 872 |
|
|
2022
Q4 | $1.45K | Buy |
+20
| New | +$1.45K | ﹤0.01% | 1004 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$2K | – | 835 |
|
|
2022
Q2 | $2K | Buy |
36
+2
| +6% | +$111 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 1123 |
|
|
2021
Q4 | $2K | Hold |
34
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 773 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 908 |
|
|
2021
Q1 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 772 |
|