HWA
Hillcrest Wealth Advisors’s Veritex Holdings VBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,454
| Closed | -$268K | – | 55 |
|
|
2020
Q4 | $268K | Sell |
10,454
-3,688
| -26% | -$94.5K | 0.18% | 45 |
|
|
2020
Q3 | $241K | Hold |
14,142
| – | – | 0.17% | 51 |
|
|
2020
Q2 | $250K | Buy |
14,142
+392
| +3% | +$6.93K | 0.22% | 37 |
|
|
2020
Q1 | $192K | Sell |
13,750
-56
| -0.4% | -$782 | 0.19% | 38 |
|
|
2019
Q4 | $402K | Sell |
13,806
-4,034
| -23% | -$117K | 0.33% | 28 |
|
|
2019
Q3 | $433K | Hold |
17,840
| – | – | 0.37% | 29 |
|
|
2019
Q2 | $463K | Buy |
17,840
+9,088
| +104% | +$236K | 0.39% | 31 |
|
|
2019
Q1 | $212K | Buy |
+8,752
| New | +$212K | 0.19% | 39 |
|