IFWM
PB icon

Institute for Wealth Management’s Prosperity Bancshares PB Stock Holding History

Institute for Wealth Management’s Portfolio PB Stock Details PB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,975
Closed -$408K – 502
2022
Q2 		$408K Hold
5,975
– – 0.08% 315
2022
Q1 		$415K Buy
+5,975
New +$415K 0.07% 327