Wealthspire Advisors (Maryland)’s Prosperity Bancshares PB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-562
| Closed | -$39K | – | 1578 |
|
|
2019
Q1 | $39K | Sell |
562
-18
| -3% | -$1.25K | ﹤0.01% | 986 |
|
|
2018
Q4 | $36K | Sell |
580
-372
| -39% | -$23.1K | ﹤0.01% | 987 |
|
|
2018
Q3 | $66K | Sell |
952
-4
| -0.4% | -$277 | 0.01% | 864 |
|
|
2018
Q2 | $65K | Buy |
956
+45
| +5% | +$3.06K | 0.01% | 883 |
|
|
2018
Q1 | $66K | Buy |
911
+12
| +1% | +$869 | 0.01% | 882 |
|
|
2017
Q4 | $63K | Buy |
899
+5
| +0.6% | +$350 | 0.01% | 914 |
|
|
2017
Q3 | $59K | Sell |
894
-1,116
| -56% | -$73.7K | 0.01% | 910 |
|
|
2017
Q2 | $129K | Sell |
2,010
-556
| -22% | -$35.7K | 0.02% | 593 |
|
|
2017
Q1 | $179K | Sell |
2,566
-201
| -7% | -$14K | 0.03% | 428 |
|
|
2016
Q4 | $199K | Buy |
2,767
+11
| +0.4% | +$791 | 0.03% | 368 |
|
|
2016
Q3 | $151K | Buy |
2,756
+322
| +13% | +$17.6K | 0.02% | 466 |
|
|
2016
Q2 | $124K | Buy |
2,434
+1,009
| +71% | +$51.4K | 0.02% | 490 |
|
|
2016
Q1 | $66K | Buy |
1,425
+243
| +21% | +$11.3K | 0.01% | 629 |
|
|
2015
Q4 | $57K | Buy |
+1,182
| New | +$57K | 0.01% | 680 |
|