SSWM
IBTX

Sheets Smith Wealth Management’s Independent Bank Group, Inc. IBTX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
-9,936
Closed -$591K 327
2017
Q2
$591K Sell
9,936
-403
-4% -$24K 0.16% 155
2017
Q1
$665K Buy
10,339
+93
+0.9% +$5.98K 0.18% 153
2016
Q4
$639K Buy
+10,246
New +$639K 0.18% 153