GKWIM
STXB
Gerber Kawasaki Wealth & Investment Management’s Spirit of Texas Bancshares, Inc. Common Stock STXB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-17,250
| Closed | -$396K | – | 147 |
|
2019
Q4 | $396K | Sell |
17,250
-1,500
| -8% | -$34.4K | 0.1% | 89 |
|
2019
Q3 | $404K | Hold |
18,750
| – | – | 0.12% | 87 |
|
2019
Q2 | $421K | Hold |
18,750
| – | – | 0.12% | 77 |
|
2019
Q1 | $397K | Hold |
18,750
| – | – | 0.12% | 81 |
|
2018
Q4 | $427K | Sell |
18,750
-1,945
| -9% | -$44.3K | 0.15% | 65 |
|
2018
Q3 | $446K | Sell |
20,695
-4,305
| -17% | -$92.8K | 0.12% | 74 |
|
2018
Q2 | $514K | Buy |
+25,000
| New | +$514K | 0.15% | 62 |
|