Valeo Financial Advisors’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-999
| Closed | -$29K | – | 1873 |
|
|
2019
Q4 | $29K | Hold |
999
| – | – | ﹤0.01% | 818 |
|
|
2019
Q3 | $24K | Hold |
999
| – | – | ﹤0.01% | 793 |
|
|
2019
Q2 | $26K | Hold |
999
| – | – | ﹤0.01% | 774 |
|
|
2019
Q1 | $24K | Hold |
999
| – | – | ﹤0.01% | 730 |
|
|
2018
Q4 | $21K | Hold |
999
| – | – | ﹤0.01% | 694 |
|
|
2018
Q3 | $23K | Hold |
999
| – | – | ﹤0.01% | 731 |
|
|
2018
Q2 | $30K | Hold |
999
| – | – | ﹤0.01% | 651 |
|
|
2018
Q1 | $28K | Sell |
999
-1,292
| -56% | -$36.2K | ﹤0.01% | 623 |
|
|
2017
Q4 | $63K | Buy |
2,291
+999
| +77% | +$27.5K | 0.01% | 435 |
|
|
2017
Q3 | $35K | Buy |
+1,292
| New | +$35K | 0.01% | 464 |
|