Icon Wealth Partners’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,665
| Closed | -$200K | – | 351 |
|
|
2021
Q1 | $200K | Buy |
+2,665
| New | +$200K | 0.03% | 324 |
|
|
2020
Q3 | – | Sell |
-4,941
| Closed | -$293K | – | 306 |
|
|
2020
Q2 | $293K | Buy |
+4,941
| New | +$293K | 0.07% | 189 |
|
|
2019
Q2 | – | Sell |
-2,592
| Closed | -$179K | – | 596 |
|
|
2019
Q1 | $179K | Buy |
2,592
+17
| +0.7% | +$1.17K | 0.07% | 163 |
|
|
2018
Q4 | $160K | Buy |
2,575
+13
| +0.5% | +$808 | 0.08% | 162 |
|
|
2018
Q3 | $178K | Buy |
2,562
+14
| +0.5% | +$973 | 0.07% | 185 |
|
|
2018
Q2 | $174K | Buy |
2,548
+13
| +0.5% | +$888 | 0.07% | 174 |
|
|
2018
Q1 | $185K | Buy |
2,535
+12
| +0.5% | +$876 | 0.1% | 168 |
|
|
2017
Q4 | $177K | Buy |
+2,523
| New | +$177K | 0.09% | 188 |
|