SWA
SFMG Wealth Advisors’s iShares Core Dividend ETF DIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40,196
| Closed | -$1.37M | – | 268 |
|
|
2022
Q3 | $1.37M | Sell |
40,196
-379,699
| -90% | -$12.9M | 0.16% | 73 |
|
|
2022
Q2 | $15.2M | Buy |
419,895
+43,097
| +11% | +$1.56M | 1.77% | 12 |
|
|
2022
Q1 | $15.7M | Buy |
376,798
+16,617
| +5% | +$693K | 1.55% | 13 |
|
|
2021
Q4 | $15.4M | Buy |
+360,181
| New | +$15.4M | 1.5% | 12 |
|