SWA
SFMG Wealth Advisors’s Moelis & Co MC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,121
| Closed | -$320K | – | 316 |
|
|
2021
Q4 | $320K | Hold |
5,121
| – | – | 0.03% | 193 |
|
|
2021
Q3 | $317K | Buy |
5,121
+221
| +5% | +$13.7K | 0.04% | 185 |
|
|
2021
Q2 | $279K | Hold |
4,900
| – | – | 0.03% | 207 |
|
|
2021
Q1 | $269K | Hold |
4,900
| – | – | 0.03% | 194 |
|
|
2020
Q4 | $229K | Buy |
+4,900
| New | +$229K | 0.03% | 197 |
|
|
2019
Q2 | – | Sell |
-4,900
| Closed | -$204K | – | 160 |
|
|
2019
Q1 | $204K | Buy |
+4,900
| New | +$204K | 0.03% | 139 |
|
|
2018
Q4 | – | Sell |
-4,900
| Closed | -$205K | – | 146 |
|
|
2018
Q3 | $205K | Buy |
+4,900
| New | +$205K | 0.03% | 133 |
|