BWA
BDO Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12
| Closed | -$724 | – | 1089 |
|
|
2022
Q4 | $724 | Hold |
12
| – | – | ﹤0.01% | 922 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 998 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1011 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1029 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1060 |
|