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
2018
Q1
$59M Buy
2017
Q4
$59.2M Buy
2017
Q3
$54.8M Buy
2017
Q2
$51.1M Buy
2017
Q1
$48.8M Buy
2016
Q4
$44.8M Buy
2016
Q3
$41.1M Buy
2016
Q2
$38M Buy
2016
Q1
$36.8M Sell
2015
Q4
$35.2M Sell
2015
Q3
$34.8M Sell
2015
Q2
$36.4M Sell
2015
Q1
$108M Buy
2014
Q4
$34.5M Buy
2014
Q3
$29.1M Buy
2014
Q2
$28.8M Sell
2014
Q1
$28.1M Sell
2013
Q4
$27.8M Buy
2013
Q3
$24.4M Buy
2013
Q2
$22.3M Buy