Marks Wealth’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,326
| Closed | -$219K | – | 20 |
|
2024
Q1 | $219K | Buy |
3,326
+27
| +0.8% | +$1.78K | 0.08% | 14 |
|
2023
Q4 | $223K | Buy |
+3,299
| New | +$223K | 0.12% | 12 |
|
2023
Q1 | – | Sell |
-3,180
| Closed | -$231K | – | 9 |
|
2022
Q4 | $231K | Buy |
+3,180
| New | +$231K | 0.97% | 9 |
|