Diversified Trust’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,751
| Closed | -$337K | – | 332 |
|
|
2018
Q1 | $337K | Hold |
3,751
| – | – | 0.02% | 211 |
|
|
2017
Q4 | $333K | Hold |
3,751
| – | – | 0.02% | 214 |
|
|
2017
Q3 | $322K | Hold |
3,751
| – | – | 0.02% | 204 |
|
|
2017
Q2 | $290K | Hold |
3,751
| – | – | 0.02% | 231 |
|
|
2017
Q1 | $313K | Hold |
3,751
| – | – | 0.02% | 193 |
|
|
2016
Q4 | $294K | Buy |
+3,751
| New | +$294K | 0.03% | 186 |
|