Texas Capital Bank Wealth Management Services’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $328K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $639K | Sell |
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|
2022
Q4 | $673K | Hold |
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|
2022
Q3 | $641K | Hold |
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|
2022
Q2 | $681K | Hold |
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|
2022
Q1 | $823K | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $545K | Buy |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $687K | Hold |
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|
2020
Q1 | $572K | Buy |
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