OneDigital Investment Advisors’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-139
| Closed | -$9K | – | 949 |
|
|
2019
Q2 | $9K | Buy |
139
+1
| +0.7% | +$65 | ﹤0.01% | 952 |
|
|
2019
Q1 | $10K | Buy |
138
+1
| +0.7% | +$72 | ﹤0.01% | 877 |
|
|
2018
Q4 | $9K | Buy |
137
+1
| +0.7% | +$66 | ﹤0.01% | 875 |
|
|
2018
Q3 | $9K | Hold |
136
| – | – | ﹤0.01% | 855 |
|
|
2018
Q2 | $9K | Buy |
136
+1
| +0.7% | +$66 | ﹤0.01% | 1075 |
|
|
2018
Q1 | $10K | Buy |
135
+1
| +0.7% | +$74 | ﹤0.01% | 1031 |
|
|
2017
Q4 | $9K | Hold |
134
| – | – | ﹤0.01% | 990 |
|
|
2017
Q3 | $9K | Buy |
+134
| New | +$9K | ﹤0.01% | 822 |
|