Diversified Trust’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,706
| Closed | -$297K | – | 909 |
|
|
2024
Q1 | $297K | Sell |
5,706
-4,410
| -44% | -$229K | 0.01% | 654 |
|
|
2023
Q4 | $666K | Buy |
10,116
+345
| +4% | +$22.7K | 0.02% | 411 |
|
|
2023
Q3 | $480K | Buy |
+9,771
| New | +$480K | 0.02% | 478 |
|
|
2023
Q2 | – | Sell |
-11,226
| Closed | -$737K | – | 865 |
|
|
2023
Q1 | $737K | Sell |
11,226
-2,581
| -19% | -$169K | 0.03% | 335 |
|
|
2022
Q4 | $1.17M | Buy |
13,807
+6,352
| +85% | +$536K | 0.05% | 203 |
|
|
2022
Q3 | $556K | Sell |
7,455
-350
| -4% | -$26.1K | 0.03% | 353 |
|
|
2022
Q2 | $620K | Sell |
7,805
-770
| -9% | -$61.2K | 0.03% | 333 |
|
|
2022
Q1 | $700K | Buy |
8,575
+675
| +9% | +$55.1K | 0.02% | 345 |
|
|
2021
Q4 | $644K | Hold |
7,900
| – | – | 0.02% | 367 |
|
|
2021
Q3 | $602K | Buy |
7,900
+900
| +13% | +$68.6K | 0.02% | 345 |
|
|
2021
Q2 | $529K | Buy |
7,000
+1,000
| +17% | +$75.6K | 0.02% | 381 |
|
|
2021
Q1 | $505K | Hold |
6,000
| – | – | 0.02% | 368 |
|
|
2020
Q4 | $438K | Hold |
6,000
| – | – | 0.02% | 388 |
|
|
2020
Q3 | $314K | Hold |
6,000
| – | – | 0.01% | 429 |
|
|
2020
Q2 | $403K | Buy |
6,000
+150
| +3% | +$10.1K | 0.02% | 308 |
|
|
2020
Q1 | $377K | Buy |
5,850
+600
| +11% | +$38.7K | 0.02% | 260 |
|
|
2019
Q4 | $437K | Buy |
5,250
+600
| +13% | +$49.9K | 0.02% | 269 |
|
|
2019
Q3 | $347K | Hold |
4,650
| – | – | 0.02% | 248 |
|
|
2019
Q2 | $354K | Buy |
4,650
+1,025
| +28% | +$78K | 0.02% | 258 |
|
|
2019
Q1 | $294K | Buy |
3,625
+400
| +12% | +$32.4K | 0.01% | 273 |
|
|
2018
Q4 | $227K | Buy |
3,225
+780
| +32% | +$54.9K | 0.01% | 302 |
|
|
2018
Q3 | $202K | Buy |
+2,445
| New | +$202K | 0.01% | 309 |
|
|
2013
Q4 | $212K | Buy |
+5,425
| New | +$212K | 0.02% | 439 |
|