Concord Wealth Partners’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-74
| Closed | -$4.45K | – | 1276 |
|
|
2022
Q4 | $4.45K | Buy |
+74
| New | +$4.45K | ﹤0.01% | 790 |
|
|
2022
Q3 | – | Sell |
-236
| Closed | -$16K | – | 1286 |
|
|
2022
Q2 | $16K | Buy |
236
+181
| +329% | +$12.3K | ﹤0.01% | 600 |
|
|
2022
Q1 | $4K | Hold |
55
| – | – | ﹤0.01% | 995 |
|
|
2021
Q4 | $4K | Buy |
55
+28
| +104% | +$2.04K | ﹤0.01% | 1025 |
|
|
2021
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 797 |
|