AE Wealth Management’s International Bancshares IBOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,586
| Closed | -$213K | – | 1605 |
|
|
2021
Q1 | $213K | Buy |
+4,586
| New | +$213K | ﹤0.01% | 1384 |
|
|
2020
Q4 | – | Sell |
-9,176
| Closed | -$239K | – | 1371 |
|
|
2020
Q3 | $239K | Sell |
9,176
-672
| -7% | -$17.5K | ﹤0.01% | 1115 |
|
|
2020
Q2 | $315K | Sell |
9,848
-14,394
| -59% | -$460K | ﹤0.01% | 1001 |
|
|
2020
Q1 | $652K | Sell |
24,242
-6,755
| -22% | -$182K | 0.02% | 602 |
|
|
2019
Q4 | $1.34M | Sell |
30,997
-655
| -2% | -$28.2K | 0.03% | 463 |
|
|
2019
Q3 | $1.22M | Hold |
31,652
| – | – | 0.04% | 402 |
|
|
2019
Q2 | $1.19M | Buy |
+31,652
| New | +$1.19M | 0.04% | 355 |
|