Aperio Group’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $653K | Buy |
8,942
+1,446
| +19% | +$106K | ﹤0.01% | 1835 |
|
2020
Q3 | $393K | Sell |
7,496
-838
| -10% | -$43.9K | ﹤0.01% | 1949 |
|
2020
Q2 | $559K | Sell |
8,334
-917
| -10% | -$61.5K | ﹤0.01% | 1722 |
|
2020
Q1 | $595K | Sell |
9,251
-1,593
| -15% | -$102K | ﹤0.01% | 1560 |
|
2019
Q4 | $903K | Buy |
10,844
+104
| +1% | +$8.66K | ﹤0.01% | 1485 |
|
2019
Q3 | $802K | Sell |
10,740
-978
| -8% | -$73K | ﹤0.01% | 1510 |
|
2019
Q2 | $892K | Buy |
11,718
+650
| +6% | +$49.5K | ﹤0.01% | 1460 |
|
2019
Q1 | $897K | Sell |
11,068
-76
| -0.7% | -$6.16K | ﹤0.01% | 1414 |
|
2018
Q4 | $784K | Sell |
11,144
-179
| -2% | -$12.6K | ﹤0.01% | 1433 |
|
2018
Q3 | $935K | Buy |
11,323
+527
| +5% | +$43.5K | ﹤0.01% | 1445 |
|
2018
Q2 | $846K | Buy |
10,796
+718
| +7% | +$56.3K | ﹤0.01% | 1486 |
|
2018
Q1 | $721K | Buy |
10,078
+140
| +1% | +$10K | ﹤0.01% | 1510 |
|
2017
Q4 | $694K | Buy |
9,938
+10
| +0.1% | +$698 | ﹤0.01% | 1533 |
|
2017
Q3 | $741K | Sell |
9,928
-24
| -0.2% | -$1.79K | ﹤0.01% | 1450 |
|
2017
Q2 | $663K | Buy |
9,952
+527
| +6% | +$35.1K | ﹤0.01% | 1478 |
|
2017
Q1 | $613K | Sell |
9,425
-786
| -8% | -$51.1K | ﹤0.01% | 1432 |
|
2016
Q4 | $719K | Buy |
10,211
+355
| +4% | +$25K | 0.01% | 1301 |
|
2016
Q3 | $533K | Buy |
9,856
+260
| +3% | +$14.1K | ﹤0.01% | 1415 |
|
2016
Q2 | $439K | Buy |
9,596
+131
| +1% | +$5.99K | ﹤0.01% | 1458 |
|
2016
Q1 | $435K | Buy |
9,465
+1,205
| +15% | +$55.4K | ﹤0.01% | 1436 |
|
2015
Q4 | $384K | Buy |
8,260
+969
| +13% | +$45K | ﹤0.01% | 1480 |
|
2015
Q3 | $336K | Sell |
7,291
-80
| -1% | -$3.69K | ﹤0.01% | 1517 |
|
2015
Q2 | $346K | Sell |
7,371
-66
| -0.9% | -$3.1K | ﹤0.01% | 1543 |
|
2015
Q1 | $326K | Buy |
7,437
+1,101
| +17% | +$48.3K | ﹤0.01% | 1517 |
|
2014
Q4 | $271K | Buy |
6,336
+387
| +7% | +$16.6K | ﹤0.01% | 1573 |
|
2014
Q3 | $212K | Buy |
5,949
+165
| +3% | +$5.88K | ﹤0.01% | 1573 |
|
2014
Q2 | $222K | Buy |
+5,784
| New | +$222K | ﹤0.01% | 1569 |
|