Financial Gravity Asset Management’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60
| Closed | -$97 | – | 1781 |
|
|
2022
Q4 | $97 | Buy |
+60
| New | +$97 | ﹤0.01% | 1112 |
|
|
2020
Q2 | – | Sell |
-6
| Closed | -$150 | – | 1097 |
|
|
2020
Q1 | $150 | Hold |
6
| – | – | ﹤0.01% | 807 |
|
|
2019
Q4 | $55K | Hold |
6
| – | – | 0.04% | 598 |
|
|
2019
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 1778 |
|
|
2019
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1877 |
|
|
2019
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1664 |
|
|
2018
Q3 | $3K | Buy |
48
+15
| +45% | +$938 | ﹤0.01% | 905 |
|
|
2018
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 1073 |
|
|
2018
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1041 |
|