LWM

LBA Wealth Management’s Independent Bank INDB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$10K	Hold	150	–	–	0.01%	326
2016 Q4	$11K	Hold	150	–	–	0.01%	320
2016 Q3	$8K	Hold	150	–	–	﹤0.01%	338
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	329
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	326
2015 Q4	$7K	Hold	150	–	–	﹤0.01%	316
2015 Q3	$7K	Hold	150	–	–	﹤0.01%	272
2015 Q2	$7K	Sell	150 -150	-50%	-$7K	﹤0.01%	260
2015 Q1	$13K	Hold	300	–	–	0.01%	221
2014 Q4	$13K	Sell	300 -200	-40%	-$8.67K	0.01%	218
2014 Q3	$18K	Hold	500	–	–	0.01%	245
2014 Q2	$19K	Hold	500	–	–	0.02%	187
2014 Q1	$20K	Sell	500 -1,000	-67%	-$40K	0.02%	183
2013 Q4	$59K	Buy	+1,500	New	+$59K	0.05%	151