TWD
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True Wealth Design’s Prosperity Bancshares PB Stock Holding History

True Wealth Design’s Portfolio PB Stock Details PB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.85K Sell
69
-223
-76% -$15.7K ﹤0.01% 819
2025
Q1 		$20.8K Buy
292
+35
+14% +$2.5K 0.01% 332
2024
Q4 		$19.4K Buy
+257
New +$19.4K 0.01% 326