SWA
SFMG Wealth Advisors’s Fidelity Disruptors ETF FDIF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.55M | Buy |
194,170
+10,686
| +6% | +$361K | 0.49% | 32 |
|
|
2025
Q1 | $5.43M | Sell |
183,484
-9,071
| -5% | -$268K | 0.43% | 34 |
|
|
2024
Q4 | $6.08M | Buy |
192,555
+3,463
| +2% | +$109K | 0.48% | 32 |
|
|
2024
Q3 | $5.74M | Buy |
189,092
+14,225
| +8% | +$432K | 0.47% | 31 |
|
|
2024
Q2 | $5.04M | Buy |
174,867
+1,997
| +1% | +$57.6K | 0.44% | 33 |
|
|
2024
Q1 | $4.97M | Buy |
+172,870
| New | +$4.97M | 0.43% | 33 |
|