Arkadios Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-581
| Closed | -$41K | – | 1958 |
|
|
2021
Q3 | $41K | Buy |
581
+283
| +95% | +$20K | 0.01% | 953 |
|
|
2021
Q2 | $22K | Hold |
298
| – | – | ﹤0.01% | 1256 |
|
|
2021
Q1 | $21K | Hold |
298
| – | – | ﹤0.01% | 963 |
|
|
2020
Q4 | $18K | Hold |
298
| – | – | ﹤0.01% | 790 |
|
|
2020
Q3 | $14.4K | Hold |
298
| – | – | 0.01% | 670 |
|
|
2020
Q2 | $11.6K | Hold |
298
| – | – | 0.01% | 656 |
|
|
2020
Q1 | $7.06K | Hold |
298
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $16.5K | Buy |
+298
| New | +$16.5K | 0.01% | 496 |
|