PWAG
IBTX
Polaris Wealth Advisory Group’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,930
| Closed | -$257K | – | 194 |
|
|
2019
Q3 | $257K | Hold |
4,930
| – | – | 0.02% | 132 |
|
|
2019
Q2 | $274K | Hold |
4,930
| – | – | 0.02% | 125 |
|
|
2019
Q1 | $264K | Hold |
4,930
| – | – | 0.02% | 140 |
|
|
2018
Q4 | $226K | Sell |
4,930
-2,345
| -32% | -$107K | 0.02% | 134 |
|
|
2018
Q3 | $482K | Buy |
+7,275
| New | +$482K | 0.03% | 109 |
|