SWA
LTXB
SFMG Wealth Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,186
| Closed | -$313K | – | 179 |
|
|
2019
Q3 | $313K | Buy |
7,186
+1
| +0% | +$44 | 0.04% | 117 |
|
|
2019
Q2 | $309K | Sell |
7,185
-1,929
| -21% | -$83K | 0.04% | 115 |
|
|
2019
Q1 | $341K | Hold |
9,114
| – | – | 0.05% | 106 |
|
|
2018
Q4 | $292K | Hold |
9,114
| – | – | 0.05% | 106 |
|
|
2018
Q3 | $364K | Hold |
9,114
| – | – | 0.06% | 92 |
|
|
2018
Q2 | $356K | Sell |
9,114
-299
| -3% | -$11.7K | 0.06% | 94 |
|
|
2018
Q1 | $403K | Hold |
9,413
| – | – | 0.07% | 86 |
|
|
2017
Q4 | $397K | Buy |
9,413
+140
| +2% | +$5.91K | 0.07% | 91 |
|
|
2017
Q3 | $370K | Hold |
9,273
| – | – | 0.07% | 86 |
|
|
2017
Q2 | $354K | Hold |
9,273
| – | – | 0.07% | 80 |
|
|
2017
Q1 | $370K | Hold |
9,273
| – | – | 0.07% | 73 |
|
|
2016
Q4 | $399K | Hold |
9,273
| – | – | 0.09% | 71 |
|
|
2016
Q3 | $293K | Sell |
9,273
-17,307
| -65% | -$547K | 0.06% | 86 |
|
|
2016
Q2 | $715K | Hold |
26,580
| – | – | 0.16% | 53 |
|
|
2016
Q1 | $522K | Sell |
26,580
-29,730
| -53% | -$584K | 0.12% | 61 |
|
|
2015
Q4 | $1.41M | Sell |
56,310
-2,300
| -4% | -$57.6K | 0.32% | 39 |
|
|
2015
Q3 | $1.79M | Hold |
58,610
| – | – | 0.43% | 29 |
|
|
2015
Q2 | $1.77M | Buy |
+58,610
| New | +$1.77M | 0.4% | 33 |
|