SFMG Wealth Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
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|
2018
Q1 | $59M | Buy |
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|
2017
Q4 | $59.2M | Buy |
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2017
Q3 | $54.8M | Buy |
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|
2017
Q2 | $51.1M | Buy |
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|
2017
Q1 | $48.8M | Buy |
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|
2016
Q4 | $44.8M | Buy |
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|
2016
Q3 | $41.1M | Buy |
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|
2016
Q2 | $38M | Buy |
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|
2016
Q1 | $36.8M | Sell |
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|
2015
Q4 | $35.2M | Sell |
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|
2015
Q3 | $34.8M | Sell |
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|
2015
Q2 | $36.4M | Sell |
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|
2015
Q1 | $108M | Buy |
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|
2014
Q4 | $34.5M | Buy |
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|
2014
Q3 | $29.1M | Buy |
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|
2014
Q2 | $28.8M | Sell |
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|
2014
Q1 | $28.1M | Sell |
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|
2013
Q4 | $27.8M | Buy |
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|
2013
Q3 | $24.4M | Buy |
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|
2013
Q2 | $22.3M | Buy |
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