SWA
SFMG Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,841
| Closed | -$258K | – | 158 |
|
|
2019
Q1 | $258K | Sell |
4,841
-428
| -8% | -$22.8K | 0.04% | 121 |
|
|
2018
Q4 | $282K | Sell |
5,269
-664
| -11% | -$35.5K | 0.05% | 108 |
|
|
2018
Q3 | $343K | Buy |
5,933
+104
| +2% | +$6.01K | 0.05% | 95 |
|
|
2018
Q2 | $384K | Sell |
5,829
-176
| -3% | -$11.6K | 0.06% | 88 |
|
|
2018
Q1 | $383K | Buy |
6,005
+172
| +3% | +$11K | 0.06% | 90 |
|
|
2017
Q4 | $415K | Buy |
5,833
+400
| +7% | +$28.5K | 0.07% | 85 |
|
|
2017
Q3 | $376K | Buy |
+5,433
| New | +$376K | 0.07% | 84 |
|