VHAM
Van Hulzen Asset Management’s Prosperity Bancshares PB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,500
| Closed | -$217K | – | 281 |
|
|
2020
Q1 | $217K | Sell |
4,500
-2,400
| -35% | -$116K | 0.05% | 223 |
|
|
2019
Q4 | $496K | Hold |
6,900
| – | – | 0.1% | 149 |
|
|
2019
Q3 | $487K | Hold |
6,900
| – | – | 0.1% | 136 |
|
|
2019
Q2 | $456K | Buy |
6,900
+200
| +3% | +$13.2K | 0.1% | 149 |
|
|
2019
Q1 | $463K | Hold |
6,700
| – | – | 0.12% | 119 |
|
|
2018
Q4 | $417K | Sell |
6,700
-10,825
| -62% | -$674K | 0.12% | 128 |
|
|
2018
Q3 | $1.22M | Buy |
17,525
+3,955
| +29% | +$274K | 0.32% | 67 |
|
|
2018
Q2 | $928K | Sell |
13,570
-25
| -0.2% | -$1.71K | 0.28% | 69 |
|
|
2018
Q1 | $987K | Buy |
13,595
+205
| +2% | +$14.9K | 0.3% | 75 |
|
|
2017
Q4 | $938K | Buy |
+13,390
| New | +$938K | 0.29% | 76 |
|