SWA
SFMG Wealth Advisors’s Inspire 100 ETF BIBL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,369
| Closed | -$230K | – | 280 |
|
|
2022
Q1 | $230K | Hold |
6,369
| – | – | 0.02% | 243 |
|
|
2021
Q4 | $251K | Hold |
6,369
| – | – | 0.02% | 230 |
|
|
2021
Q3 | $271K | Hold |
6,369
| – | – | 0.03% | 205 |
|
|
2021
Q2 | $272K | Hold |
6,369
| – | – | 0.03% | 210 |
|
|
2021
Q1 | $249K | Hold |
6,369
| – | – | 0.03% | 204 |
|
|
2020
Q4 | $233K | Hold |
6,369
| – | – | 0.03% | 195 |
|
|
2020
Q3 | $212K | Buy |
+6,369
| New | +$212K | 0.03% | 162 |
|