Veritable’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-2,597
| Closed | -$215K | – | 816 |
|
2018
Q3 | $215K | Buy |
2,597
+26
| +1% | +$2.15K | ﹤0.01% | 756 |
|
2018
Q2 | $235K | Buy |
+2,571
| New | +$235K | ﹤0.01% | 705 |
|
2015
Q2 | – | Sell |
-6,265
| Closed | -$305K | – | 861 |
|
2015
Q1 | $305K | Sell |
6,265
-1,745
| -22% | -$85K | 0.01% | 741 |
|
2014
Q4 | $435K | Hold |
8,010
| – | – | 0.01% | 639 |
|
2014
Q3 | $462K | Buy |
8,010
+655
| +9% | +$37.8K | 0.01% | 623 |
|
2014
Q2 | $397K | Buy |
7,355
+195
| +3% | +$10.5K | 0.01% | 666 |
|
2014
Q1 | $465K | Buy |
7,160
+2,160
| +43% | +$140K | 0.01% | 609 |
|
2013
Q4 | $311K | Hold |
5,000
| – | – | 0.01% | 701 |
|
2013
Q3 | $229K | Sell |
5,000
-168
| -3% | -$7.69K | 0.01% | 808 |
|
2013
Q2 | $229K | Buy |
+5,168
| New | +$229K | 0.01% | 818 |
|