Geneos Wealth Management’s Independent Bank Corp IBCP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-530
| Closed | -$10K | – | 2277 |
|
2022
Q2 | $10K | Hold |
530
| – | – | ﹤0.01% | 1943 |
|
2022
Q1 | $11K | Hold |
530
| – | – | ﹤0.01% | 2047 |
|
2021
Q4 | $12K | Hold |
530
| – | – | ﹤0.01% | 2101 |
|
2021
Q3 | $11K | Hold |
530
| – | – | ﹤0.01% | 2182 |
|
2021
Q2 | $11K | Sell |
530
-207
| -28% | -$4.3K | ﹤0.01% | 2161 |
|
2021
Q1 | $17K | Hold |
737
| – | – | ﹤0.01% | 2151 |
|
2020
Q4 | $12K | Buy |
737
+207
| +39% | +$3.37K | ﹤0.01% | 2145 |
|
2020
Q3 | $6K | Hold |
530
| – | – | ﹤0.01% | 2120 |
|
2020
Q2 | $7K | Hold |
530
| – | – | ﹤0.01% | 2042 |
|
2020
Q1 | $6K | Hold |
530
| – | – | ﹤0.01% | 1980 |
|
2019
Q4 | $11K | Hold |
530
| – | – | ﹤0.01% | 1924 |
|
2019
Q3 | $11K | Hold |
530
| – | – | ﹤0.01% | 1857 |
|
2019
Q2 | $11K | Hold |
530
| – | – | ﹤0.01% | 1875 |
|
2019
Q1 | $11K | Hold |
530
| – | – | ﹤0.01% | 1807 |
|
2018
Q4 | $11K | Hold |
530
| – | – | ﹤0.01% | 1749 |
|
2018
Q3 | $12K | Hold |
530
| – | – | ﹤0.01% | 1782 |
|
2018
Q2 | $13K | Hold |
530
| – | – | ﹤0.01% | 1605 |
|
2018
Q1 | $12K | Hold |
530
| – | – | ﹤0.01% | 1581 |
|
2017
Q4 | $11K | Hold |
530
| – | – | ﹤0.01% | 1604 |
|
2017
Q3 | $12K | Hold |
530
| – | – | ﹤0.01% | 1512 |
|
2017
Q2 | $11K | Hold |
530
| – | – | ﹤0.01% | 1500 |
|
2017
Q1 | $10K | Hold |
530
| – | – | ﹤0.01% | 1480 |
|
2016
Q4 | $11K | Hold |
530
| – | – | ﹤0.01% | 1404 |
|
2016
Q3 | $8K | Hold |
530
| – | – | ﹤0.01% | 1442 |
|
2016
Q2 | $7K | Hold |
530
| – | – | ﹤0.01% | 1428 |
|
2016
Q1 | $7K | Buy |
+530
| New | +$7K | ﹤0.01% | 1413 |
|