SWA
SFMG Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,545
| Closed | -$242K | – | 261 |
|
|
2023
Q2 | $242K | Buy |
4,545
+179
| +4% | +$9.53K | 0.02% | 201 |
|
|
2023
Q1 | $239K | Buy |
4,366
+9
| +0.2% | +$493 | 0.03% | 209 |
|
|
2022
Q4 | $220K | Sell |
4,357
-1,474
| -25% | -$74.3K | 0.02% | 218 |
|
|
2022
Q3 | $255K | Buy |
5,831
+217
| +4% | +$9.49K | 0.03% | 188 |
|
|
2022
Q2 | $290K | Buy |
5,614
+500
| +10% | +$25.8K | 0.03% | 182 |
|
|
2022
Q1 | $326K | Buy |
5,114
+444
| +10% | +$28.3K | 0.03% | 190 |
|
|
2021
Q4 | $265K | Buy |
+4,670
| New | +$265K | 0.03% | 218 |
|