SWA
SFMG Wealth Advisors’s Hologic HOLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,335
| Closed | -$1.1M | – | 310 |
|
|
2021
Q4 | $1.1M | Sell |
14,335
-1,450
| -9% | -$111K | 0.11% | 94 |
|
|
2021
Q3 | $1.17M | Sell |
15,785
-70
| -0.4% | -$5.17K | 0.13% | 85 |
|
|
2021
Q2 | $1.06M | Buy |
15,855
+4,155
| +36% | +$277K | 0.12% | 89 |
|
|
2021
Q1 | $870K | Buy |
+11,700
| New | +$870K | 0.1% | 99 |
|
|
2015
Q1 | – | Sell |
-38,220
| Closed | -$1.02M | – | 179 |
|
|
2014
Q4 | $1.02M | Buy |
+38,220
| New | +$1.02M | 0.23% | 57 |
|