JWM
Jacobus Wealth Management’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $690K | Hold |
10,500
| – | – | 0.18% | 86 |
|
|
2017
Q2 | $675K | Hold |
10,500
| – | – | 0.18% | 88 |
|
|
2017
Q1 | $732K | Hold |
10,500
| – | – | 0.21% | 79 |
|
|
2016
Q4 | $754K | Hold |
10,500
| – | – | 0.22% | 79 |
|
|
2016
Q3 | $576K | Hold |
10,500
| – | – | 0.17% | 94 |
|
|
2016
Q2 | $535K | Hold |
10,500
| – | – | 0.16% | 92 |
|
|
2016
Q1 | $487K | Hold |
10,500
| – | – | 0.14% | 119 |
|
|
2015
Q4 | $503K | Hold |
10,500
| – | – | 0.14% | 123 |
|
|
2015
Q3 | $516K | Hold |
10,500
| – | – | 0.15% | 113 |
|
|
2015
Q2 | $606K | Hold |
10,500
| – | – | 0.15% | 115 |
|
|
2015
Q1 | $551K | Hold |
10,500
| – | – | 0.14% | 115 |
|
|
2014
Q4 | $581K | Hold |
10,500
| – | – | 0.15% | 109 |
|
|
2014
Q3 | $600K | Hold |
10,500
| – | – | 0.17% | 115 |
|
|
2014
Q2 | $657K | Hold |
10,500
| – | – | 0.17% | 111 |
|
|
2014
Q1 | $695K | Hold |
10,500
| – | – | 0.17% | 105 |
|
|
2013
Q4 | $666K | Hold |
10,500
| – | – | 0.19% | 99 |
|
|
2013
Q3 | $649K | Hold |
10,500
| – | – | 0.23% | 81 |
|
|
2013
Q2 | $544K | Buy |
+10,500
| New | +$544K | 0.2% | 91 |
|