SWA
Sutton Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5
| Closed | -$302 | – | 1485 |
|
|
2022
Q4 | $302 | Hold |
5
| – | – | ﹤0.01% | 1562 |
|
|
2022
Q3 | $295 | Hold |
5
| – | – | ﹤0.01% | 1530 |
|
|
2022
Q2 | $263 | Buy |
+5
| New | +$263 | ﹤0.01% | 1553 |
|
|
2017
Q2 | – | Sell |
-311
| Closed | -$26K | – | 1105 |
|
|
2017
Q1 | $26K | Sell |
311
-71
| -19% | -$5.93K | 0.02% | 416 |
|
|
2016
Q4 | $29.9K | Hold |
382
| – | – | 0.03% | 369 |
|
|
2016
Q3 | $21K | Buy |
382
+242
| +173% | +$13.3K | 0.02% | 450 |
|
|
2016
Q2 | $6.55K | Buy |
140
+31
| +28% | +$1.45K | 0.01% | 727 |
|
|
2016
Q1 | $4.18K | Buy |
+109
| New | +$4.18K | ﹤0.01% | 793 |
|