Plante Moran Financial Advisors’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
Q2 | – | Sell |
-56
| Closed | -$5K | – | 962 |
|
|
2018
Q1 | $5K | Sell |
56
-61
| -52% | -$5.45K | ﹤0.01% | 731 |
|
|
2017
Q4 | $10K | Buy |
117
+14
| +14% | +$1.2K | 0.01% | 600 |
|
|
2017
Q3 | $9K | Hold |
103
| – | – | 0.01% | 561 |
|
|
2017
Q2 | $8K | Hold |
103
| – | – | 0.01% | 597 |
|
|
2017
Q1 | $9K | Buy |
+103
| New | +$9K | 0.01% | 598 |
|
|
2016
Q1 | – | Sell |
-80
| Closed | -$4K | – | 1020 |
|
|
2015
Q4 | $4K | Buy |
+80
| New | +$4K | ﹤0.01% | 783 |
|