Aptus Capital Advisors’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-17,223
| Closed | -$1.45M | – | 559 |
|
2021
Q1 | $1.45M | Buy |
17,223
+7,720
| +81% | +$650K | 0.05% | 150 |
|
2020
Q4 | $694K | Buy |
9,503
+2,447
| +35% | +$179K | 0.03% | 199 |
|
2020
Q3 | $370K | Sell |
7,056
-168
| -2% | -$8.81K | 0.02% | 225 |
|
2020
Q2 | $485K | Buy |
7,224
+84
| +1% | +$5.64K | 0.03% | 182 |
|
2020
Q1 | $460K | Buy |
7,140
+504
| +8% | +$32.5K | 0.04% | 169 |
|
2019
Q4 | $552K | Buy |
6,636
+1,092
| +20% | +$90.8K | 0.04% | 203 |
|
2019
Q3 | $414K | Sell |
5,544
-1,428
| -20% | -$107K | 0.02% | 244 |
|
2019
Q2 | $530K | Buy |
6,972
+1,092
| +19% | +$83K | 0.07% | 206 |
|
2019
Q1 | $476K | Buy |
5,880
+2,520
| +75% | +$204K | 0.08% | 185 |
|
2018
Q4 | $236K | Buy |
+3,360
| New | +$236K | 0.06% | 129 |
|