Creative Planning’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,166
| Closed | -$204K | – | 1861 |
|
|
2020
Q1 | $204K | Hold |
3,166
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q4 | $264K | Sell |
3,166
-2,215
| -41% | -$185K | ﹤0.01% | 1471 |
|
|
2019
Q3 | $402K | Buy |
5,381
+2,215
| +70% | +$165K | ﹤0.01% | 1190 |
|
|
2019
Q2 | $241K | Buy |
+3,166
| New | +$241K | ﹤0.01% | 1495 |
|
|
2017
Q3 | – | Sell |
-476
| Closed | -$32K | – | 2700 |
|
|
2017
Q2 | $32K | Buy |
476
+2
| +0.4% | +$134 | ﹤0.01% | 2822 |
|
|
2017
Q1 | $31K | Hold |
474
| – | – | ﹤0.01% | 2788 |
|
|
2016
Q4 | $33K | Hold |
474
| – | – | ﹤0.01% | 2693 |
|
|
2016
Q3 | $26K | Sell |
474
-40
| -8% | -$2.19K | ﹤0.01% | 2838 |
|
|
2016
Q2 | $23K | Hold |
514
| – | – | ﹤0.01% | 2667 |
|
|
2016
Q1 | $24K | Buy |
+514
| New | +$24K | ﹤0.01% | 2610 |
|
|
2014
Q4 | – | Sell |
-36
| Closed | -$1K | – | 4089 |
|
|
2014
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 3706 |
|