SWA
SFMG Wealth Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-443
| Closed | -$212K | – | 258 |
|
2023
Q1 | $212K | Buy |
+443
| New | +$212K | 0.02% | 226 |
|
2022
Q3 | – | Sell |
-494
| Closed | -$245K | – | 254 |
|
2022
Q2 | $245K | Sell |
494
-13
| -3% | -$6.45K | 0.03% | 201 |
|
2022
Q1 | $286K | Hold |
507
| – | – | 0.03% | 206 |
|
2021
Q4 | $383K | Hold |
507
| – | – | 0.04% | 173 |
|
2021
Q3 | $378K | Hold |
507
| – | – | 0.04% | 171 |
|
2021
Q2 | $327K | Buy |
507
+13
| +3% | +$8.39K | 0.04% | 186 |
|
2021
Q1 | $282K | Hold |
494
| – | – | 0.03% | 189 |
|
2020
Q4 | $288K | Buy |
+494
| New | +$288K | 0.04% | 170 |
|