Penn Davis McFarland’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,800
| Closed | -$202K | – | 48 |
|
|
2021
Q4 | $202K | Buy |
+2,800
| New | +$202K | 0.03% | 44 |
|
|
2021
Q3 | – | Sell |
-2,800
| Closed | -$207K | – | 49 |
|
|
2021
Q2 | $207K | Hold |
2,800
| – | – | 0.04% | 47 |
|
|
2021
Q1 | $202K | Buy |
+2,800
| New | +$202K | 0.04% | 48 |
|
|
2019
Q3 | – | Sell |
-3,920
| Closed | -$215K | – | 45 |
|
|
2019
Q2 | $215K | Hold |
3,920
| – | – | 0.07% | 34 |
|
|
2019
Q1 | $201K | Buy |
+3,920
| New | +$201K | 0.07% | 36 |
|
|
2018
Q4 | – | Sell |
-5,564
| Closed | -$369K | – | 44 |
|
|
2018
Q3 | $369K | Hold |
5,564
| – | – | 0.11% | 29 |
|
|
2018
Q2 | $372K | Hold |
5,564
| – | – | 0.11% | 29 |
|
|
2018
Q1 | $393K | Sell |
5,564
-1,450
| -21% | -$102K | 0.12% | 28 |
|
|
2017
Q4 | $474K | Buy |
+7,014
| New | +$474K | 0.14% | 27 |
|