Wealthspire Advisors (Maryland)’s Independent Bank INDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-76
| Closed | -$6K | – | 1217 |
|
|
2019
Q1 | $6K | Buy |
76
+11
| +17% | +$868 | ﹤0.01% | 1748 |
|
|
2018
Q4 | $5K | Hold |
65
| – | – | ﹤0.01% | 1726 |
|
|
2018
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 1795 |
|
|
2018
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 1787 |
|
|
2018
Q1 | $5K | Sell |
65
-55
| -46% | -$4.23K | ﹤0.01% | 1811 |
|
|
2017
Q4 | $8K | Buy |
120
+26
| +28% | +$1.73K | ﹤0.01% | 1675 |
|
|
2017
Q3 | $7K | Buy |
94
+12
| +15% | +$894 | ﹤0.01% | 1686 |
|
|
2017
Q2 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 1765 |
|