RGT Wealth Advisors’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28,305
| Closed | -$686K | – | 35 |
|
|
2019
Q1 | $686K | Hold |
28,305
| – | – | 3.95% | 9 |
|
|
2018
Q4 | $605K | Buy |
28,305
+1,000
| +4% | +$21.4K | 3.6% | 9 |
|
|
2018
Q3 | $772K | Hold |
27,305
| – | – | 2.61% | 10 |
|
|
2018
Q2 | $848K | Sell |
27,305
-472,381
| -95% | -$14.7M | 2.72% | 8 |
|
|
2018
Q1 | $13.8M | Buy |
499,686
+79,474
| +19% | +$2.2M | 6.65% | 4 |
|
|
2017
Q4 | $11.6M | Sell |
420,212
-610
| -0.1% | -$16.8K | 6.21% | 4 |
|
|
2017
Q3 | $11.3M | Sell |
420,822
-23,488
| -5% | -$633K | 7.55% | 3 |
|
|
2017
Q2 | $11.7M | Buy |
444,310
+119,373
| +37% | +$3.14M | 8% | 3 |
|
|
2017
Q1 | $9.14M | Buy |
324,937
+66,818
| +26% | +$1.88M | 6.2% | 3 |
|
|
2016
Q4 | $6.89M | Sell |
258,119
-1,606
| -0.6% | -$42.9K | 3.88% | 7 |
|
|
2016
Q3 | $4.52M | Buy |
+259,725
| New | +$4.52M | 2.79% | 10 |
|