Wealthspire Advisors (Maryland)’s Texas Capital Bancshares TCBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-164	Closed	-$9K	–	1884
2019 Q1	$9K	Buy	164 +77	+89%	+$4.46K	﹤0.01%	1590
2018 Q4	$4K	Buy	87 +40	+85%	+$2.52K	﹤0.01%	1867
2018 Q3	$4K	Sell	47 -3	-6%	-$272	﹤0.01%	1934
2018 Q2	$5K	Sell	50 -64	-56%	-$6.2K	﹤0.01%	1826
2018 Q1	$10K	Sell	114 -98	-46%	-$9.19K	﹤0.01%	1581
2017 Q4	$19K	Buy	212 +17	+9%	+$1.47K	﹤0.01%	1352
2017 Q3	$17K	Hold	195	–	–	﹤0.01%	1363
2017 Q2	$15K	Buy	195 +87	+81%	+$6.7K	﹤0.01%	1374
2017 Q1	$9K	Buy	108 +100	+1,250%	+$8.38K	﹤0.01%	1379
2016 Q4	$1K	Hold	8	–	–	﹤0.01%	1676
2016 Q3	$0	Hold	8	–	–	﹤0.01%	1808
2016 Q2	$0	Sell	8 -60	-88%	-$2.69K	﹤0.01%	1805
2016 Q1	$3K	Buy	68 +60	+750%	+$2.22K	﹤0.01%	1470
2015 Q4	$0	Buy	+8	New	+$436	﹤0.01%	1771