Icon Wealth Partners’s Guaranty Bancshares GNTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $127K | Hold |
4,443
| – | – | 0.01% | 345 |
|
|
2023
Q2 | $120K | Hold |
4,443
| – | – | 0.01% | 379 |
|
|
2023
Q1 | $124K | Buy |
+4,443
| New | +$124K | 0.01% | 372 |
|
|
2019
Q2 | – | Sell |
-4,344
| Closed | -$115K | – | 405 |
|
|
2019
Q1 | $115K | Buy |
4,344
+24
| +0.6% | +$635 | 0.04% | 212 |
|
|
2018
Q4 | $117K | Buy |
4,320
+21
| +0.5% | +$569 | 0.06% | 195 |
|
|
2018
Q3 | $118K | Buy |
4,299
+18
| +0.4% | +$494 | 0.05% | 249 |
|
|
2018
Q2 | $128K | Buy |
+4,281
| New | +$128K | 0.05% | 206 |
|