SFM
Signature Financial Management’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,250
| Closed | -$206K | – | 171 |
|
|
2018
Q2 | $206K | Hold |
2,250
| – | – | 0.04% | 161 |
|
|
2018
Q1 | $202K | Hold |
2,250
| – | – | 0.04% | 156 |
|
|
2017
Q4 | $200K | Sell |
2,250
-250
| -10% | -$22.2K | 0.05% | 110 |
|
|
2017
Q3 | $215K | Buy |
+2,500
| New | +$215K | 0.07% | 151 |
|
|
2017
Q2 | – | Sell |
-2,500
| Closed | -$209K | – | 161 |
|
|
2017
Q1 | $209K | Sell |
2,500
-500
| -17% | -$41.8K | 0.07% | 144 |
|
|
2016
Q4 | $235K | Buy |
+3,000
| New | +$235K | 0.09% | 125 |
|