Sutton Wealth Advisors’s Independent Bank Group, Inc. IBTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-263
| Closed | -$15.8K | – | 1668 |
|
|
2022
Q4 | $15.8K | Buy |
263
+3
| +1% | +$180 | 0.01% | 791 |
|
|
2022
Q3 | $16K | Sell |
260
-141
| -35% | -$8.66K | 0.01% | 734 |
|
|
2022
Q2 | $27.2K | Sell |
401
-196
| -33% | -$13.3K | 0.01% | 563 |
|
|
2022
Q1 | $42.5K | Buy |
597
+181
| +44% | +$12.9K | 0.01% | 458 |
|
|
2021
Q4 | $30K | Buy |
416
+157
| +61% | +$11.3K | 0.01% | 584 |
|
|
2021
Q3 | $18.4K | Sell |
259
-137
| -35% | -$9.73K | 0.01% | 716 |
|
|
2021
Q2 | $29.3K | Buy |
396
+137
| +53% | +$10.1K | 0.01% | 580 |
|
|
2021
Q1 | $18.7K | Hold |
259
| – | – | 0.01% | 691 |
|
|
2020
Q4 | $16.2K | Hold |
259
| – | – | 0.01% | 668 |
|
|
2020
Q3 | $11.4K | Sell |
259
-260
| -50% | -$11.5K | 0.01% | 697 |
|
|
2020
Q2 | $21K | Buy |
+519
| New | +$21K | 0.01% | 517 |
|