CPWM
IBTX
Cypress Point Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,515
| Closed | -$321K | – | 34 |
|
|
2022
Q1 | $321K | Hold |
4,515
| – | – | 0.33% | 27 |
|
|
2021
Q4 | $326K | Hold |
4,515
| – | – | 0.3% | 27 |
|
|
2021
Q3 | $321K | Hold |
4,515
| – | – | 0.23% | 25 |
|
|
2021
Q2 | $334K | Hold |
4,515
| – | – | 0.24% | 24 |
|
|
2021
Q1 | $326K | Hold |
4,515
| – | – | 0.34% | 20 |
|
|
2020
Q4 | $282K | Buy |
+4,515
| New | +$282K | 0.43% | 70 |
|