Peloton Wealth Strategists’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,100
| Closed | -$1.47M | – | 60 |
|
|
2018
Q2 | $1.47M | Hold |
16,100
| – | – | 1.07% | 43 |
|
|
2018
Q1 | $1.45M | Sell |
16,100
-250
| -2% | -$22.5K | 1.09% | 41 |
|
|
2017
Q4 | $1.45M | Sell |
16,350
-700
| -4% | -$62.3K | 1.08% | 44 |
|
|
2017
Q3 | $1.46M | Hold |
17,050
| – | – | 1.13% | 42 |
|
|
2017
Q2 | $1.32M | Buy |
17,050
+150
| +0.9% | +$11.6K | 1.02% | 40 |
|
|
2017
Q1 | $1.41M | Sell |
16,900
-1,000
| -6% | -$83.4K | 1.16% | 33 |
|
|
2016
Q4 | $1.4M | Hold |
17,900
| – | – | 1.15% | 37 |
|
|
2016
Q3 | $983K | Buy |
+17,900
| New | +$983K | 0.82% | 53 |
|
|
2016
Q1 | $745K | Buy |
19,400
+800
| +4% | +$30.7K | 0.63% | 58 |
|
|
2015
Q4 | $919K | Sell |
18,600
-12,900
| -41% | -$637K | 0.79% | 56 |
|
|
2015
Q3 | $1.65M | Hold |
31,500
| – | – | 1.44% | 30 |
|
|
2015
Q2 | $1.96M | Hold |
31,500
| – | – | 1.56% | 26 |
|
|
2015
Q1 | $1.53M | Buy |
31,500
+350
| +1% | +$17K | 1.19% | 41 |
|
|
2014
Q4 | $1.69M | Buy |
31,150
+100
| +0.3% | +$5.43K | 1.29% | 36 |
|
|
2014
Q3 | $1.79M | Buy |
31,050
+12,950
| +72% | +$747K | 1.41% | 36 |
|
|
2014
Q2 | $846K | Buy |
+18,100
| New | +$846K | 0.74% | 54 |
|