Wealthspire Advisors (Maryland)’s Texas Capital Bancshares TCBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-164
| Closed | -$9K | – | 1883 |
|
|
2019
Q1 | $9K | Buy |
164
+77
| +89% | +$4.23K | ﹤0.01% | 1590 |
|
|
2018
Q4 | $4K | Buy |
87
+40
| +85% | +$1.84K | ﹤0.01% | 1866 |
|
|
2018
Q3 | $4K | Sell |
47
-3
| -6% | -$255 | ﹤0.01% | 1932 |
|
|
2018
Q2 | $5K | Sell |
50
-64
| -56% | -$6.4K | ﹤0.01% | 1824 |
|
|
2018
Q1 | $10K | Sell |
114
-98
| -46% | -$8.6K | ﹤0.01% | 1581 |
|
|
2017
Q4 | $19K | Buy |
212
+17
| +9% | +$1.52K | ﹤0.01% | 1352 |
|
|
2017
Q3 | $17K | Hold |
195
| – | – | ﹤0.01% | 1363 |
|
|
2017
Q2 | $15K | Buy |
195
+87
| +81% | +$6.69K | ﹤0.01% | 1374 |
|
|
2017
Q1 | $9K | Buy |
108
+100
| +1,250% | +$8.33K | ﹤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% | – | ﹤0.01% | 1804 |
|
|
2016
Q1 | $3K | Buy |
68
+60
| +750% | +$2.65K | ﹤0.01% | 1470 |
|
|
2015
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1771 |
|