TCBWMS
Texas Capital Bank Wealth Management Services’s Eaton ETN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
1,275
+520
| +69% | +$186K | 0.04% | 144 |
|
|
2025
Q1 | $205K | Buy |
+755
| New | +$205K | 0.02% | 196 |
|
|
2023
Q3 | – | Sell |
-1,040
| Closed | -$209K | – | 222 |
|
|
2023
Q2 | $209K | Buy |
+1,040
| New | +$209K | 0.02% | 196 |
|
|
2022
Q1 | – | Sell |
-75,170
| Closed | -$13M | – | 175 |
|
|
2021
Q4 | $13M | Sell |
75,170
-2,444
| -3% | -$422K | 1.12% | 24 |
|
|
2021
Q3 | $11.6M | Buy |
77,614
+25,411
| +49% | +$3.79M | 1.19% | 26 |
|
|
2021
Q2 | $7.74M | Buy |
52,203
+5,926
| +13% | +$878K | 0.97% | 27 |
|
|
2021
Q1 | $6.4M | Sell |
46,277
-2,049
| -4% | -$283K | 0.91% | 30 |
|
|
2020
Q4 | $5.81M | Buy |
48,326
+14,591
| +43% | +$1.75M | 0.85% | 32 |
|
|
2020
Q3 | $3.44M | Buy |
33,735
+3,762
| +13% | +$384K | 0.56% | 38 |
|
|
2020
Q2 | $2.62M | Buy |
29,973
+8,583
| +40% | +$751K | 0.59% | 39 |
|
|
2020
Q1 | $1.66M | Sell |
21,390
-1,118
| -5% | -$86.9K | 0.47% | 44 |
|
|
2019
Q4 | $2.13M | Buy |
+22,508
| New | +$2.13M | 0.47% | 42 |
|