SFMG Wealth Advisors’s Etsy ETSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,922
| Closed | -$214K | – | 262 |
|
|
2023
Q1 | $214K | Buy |
1,922
+20
| +1% | +$2.23K | 0.02% | 224 |
|
|
2022
Q4 | $228K | Buy |
1,902
+3
| +0.2% | +$359 | 0.03% | 212 |
|
|
2022
Q3 | $202K | Buy |
+1,899
| New | +$202K | 0.02% | 221 |
|
|
2022
Q2 | – | Sell |
-1,901
| Closed | -$236K | – | 288 |
|
|
2022
Q1 | $236K | Hold |
1,901
| – | – | 0.02% | 239 |
|
|
2021
Q4 | $416K | Sell |
1,901
-514
| -21% | -$112K | 0.04% | 168 |
|
|
2021
Q3 | $502K | Hold |
2,415
| – | – | 0.06% | 144 |
|
|
2021
Q2 | $497K | Hold |
2,415
| – | – | 0.06% | 149 |
|
|
2021
Q1 | $487K | Buy |
2,415
+611
| +34% | +$123K | 0.06% | 144 |
|
|
2020
Q4 | $321K | Hold |
1,804
| – | – | 0.04% | 164 |
|
|
2020
Q3 | $219K | Buy |
+1,804
| New | +$219K | 0.03% | 161 |
|