WA
Wealth Architects’s Independent Bank INDB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-3,500
| Closed | -$261K | – | 144 |
|
2019
Q3 | $261K | Hold |
3,500
| – | – | 0.08% | 104 |
|
2019
Q2 | $267K | Hold |
3,500
| – | – | 0.08% | 105 |
|
2019
Q1 | $284K | Hold |
3,500
| – | – | 0.09% | 95 |
|
2018
Q4 | $246K | Hold |
3,500
| – | – | 0.09% | 101 |
|
2018
Q3 | $289K | Hold |
3,500
| – | – | 0.09% | 101 |
|
2018
Q2 | $274K | Hold |
3,500
| – | – | 0.09% | 98 |
|
2018
Q1 | $250K | Hold |
3,500
| – | – | 0.08% | 102 |
|
2017
Q4 | $244K | Hold |
3,500
| – | – | 0.08% | 112 |
|
2017
Q3 | $261K | Hold |
3,500
| – | – | 0.09% | 104 |
|
2017
Q2 | $233K | Hold |
3,500
| – | – | 0.09% | 103 |
|
2017
Q1 | $228K | Hold |
3,500
| – | – | 0.09% | 106 |
|
2016
Q4 | $247K | Buy |
+3,500
| New | +$247K | 0.11% | 98 |
|