SWA
SFMG Wealth Advisors’s Siren DIVCON Dividend Defender ETF DFND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-58,796
| Closed | -$2.16M | – | 286 |
|
|
2022
Q1 | $2.16M | Sell |
58,796
-3,376
| -5% | -$124K | 0.21% | 60 |
|
|
2021
Q4 | $2.62M | Sell |
62,172
-1,202
| -2% | -$50.6K | 0.25% | 54 |
|
|
2021
Q3 | $2.41M | Sell |
63,374
-634
| -1% | -$24.2K | 0.27% | 53 |
|
|
2021
Q2 | $2.42M | Sell |
64,008
-9,542
| -13% | -$360K | 0.27% | 48 |
|
|
2021
Q1 | $2.64M | Buy |
73,550
+163
| +0.2% | +$5.86K | 0.31% | 44 |
|
|
2020
Q4 | $2.69M | Buy |
+73,387
| New | +$2.69M | 0.34% | 41 |
|