BWA
BDO Wealth Advisors’s Independent Bank INDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $5.79K | Buy |
130
+1
| +0.8% | +$45 | ﹤0.01% | 755 |
|
2023
Q1 | $8.46K | Buy |
129
+1
| +0.8% | +$66 | ﹤0.01% | 735 |
|
2022
Q4 | $10.8K | Buy |
128
+1
| +0.8% | +$84 | ﹤0.01% | 672 |
|
2022
Q3 | $9K | Buy |
+127
| New | +$9K | ﹤0.01% | 724 |
|
2019
Q1 | – | Sell |
-25
| Closed | -$2K | – | 632 |
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 494 |
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 560 |
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 585 |
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 513 |
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 427 |
|
2017
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 397 |
|
2017
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 505 |
|