RWA
IBTX
RGT Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,607
| Closed | -$255K | – | 105 |
|
2018
Q1 | $255K | Hold |
3,607
| – | – | 0.12% | 82 |
|
2017
Q4 | $244K | Hold |
3,607
| – | – | 0.13% | 82 |
|
2017
Q3 | $218K | Hold |
3,607
| – | – | 0.15% | 85 |
|
2017
Q2 | $215K | Sell |
3,607
-2,753
| -43% | -$164K | 0.15% | 80 |
|
2017
Q1 | $409K | Hold |
6,360
| – | – | 0.28% | 45 |
|
2016
Q4 | $397K | Sell |
6,360
-38,287
| -86% | -$2.39M | 0.22% | 54 |
|
2016
Q3 | $1.97M | Buy |
+44,647
| New | +$1.97M | 1.22% | 12 |
|