SWA
SFMG Wealth Advisors’s Cameco CCJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,830
| Closed | -$134K | – | 101 |
|
|
2015
Q4 | $134K | Sell |
10,830
-25,160
| -70% | -$311K | 0.03% | 107 |
|
|
2015
Q3 | $438K | Sell |
35,990
-700
| -2% | -$8.52K | 0.11% | 76 |
|
|
2015
Q2 | $524K | Sell |
36,690
-40,050
| -52% | -$572K | 0.12% | 72 |
|
|
2015
Q1 | $1.07M | Buy |
76,740
+40,030
| +109% | +$558K | 0.09% | 72 |
|
|
2014
Q4 | $602K | Buy |
+36,710
| New | +$602K | 0.13% | 74 |
|