Shelton Capital Management’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,688
| Closed | -$227K | – | 744 |
|
|
2022
Q4 | $227K | Sell |
2,688
-234
| -8% | -$19.8K | 0.02% | 578 |
|
|
2022
Q3 | $218K | Sell |
2,922
-97
| -3% | -$7.24K | 0.01% | 593 |
|
|
2022
Q2 | $240K | Hold |
3,019
| – | – | 0.01% | 584 |
|
|
2022
Q1 | $247K | Hold |
3,019
| – | – | 0.01% | 652 |
|
|
2021
Q4 | $246K | Buy |
+3,019
| New | +$246K | 0.01% | 672 |
|
|
2020
Q1 | – | Sell |
-3,073
| Closed | -$256K | – | 726 |
|
|
2019
Q4 | $256K | Sell |
3,073
-141
| -4% | -$11.7K | 0.01% | 611 |
|
|
2019
Q3 | $240K | Sell |
3,214
-207
| -6% | -$15.5K | 0.01% | 646 |
|
|
2019
Q2 | $261K | Buy |
3,421
+3,197
| +1,427% | +$244K | 0.02% | 616 |
|
|
2019
Q1 | $2.77K | Buy |
+224
| New | +$2.77K | 0.01% | 747 |
|
|
2018
Q4 | – | Sell |
-2,767
| Closed | -$229K | – | 837 |
|
|
2018
Q3 | $229K | Buy |
+2,767
| New | +$229K | 0.01% | 773 |
|