Corient Private Wealth’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,418
| Closed | -$219K | – | 2361 |
|
|
2023
Q4 | $219K | Sell |
9,418
-865
| -8% | -$20.1K | ﹤0.01% | 2024 |
|
|
2023
Q3 | $185K | Buy |
10,283
+106
| +1% | +$1.9K | ﹤0.01% | 1934 |
|
|
2023
Q2 | $182K | Sell |
10,177
-1,418
| -12% | -$25.4K | ﹤0.01% | 1880 |
|
|
2023
Q1 | $212K | Buy |
11,595
+4,090
| +54% | +$74.7K | ﹤0.01% | 1767 |
|
|
2022
Q4 | $211K | Buy |
+7,505
| New | +$211K | ﹤0.01% | 1467 |
|