SWA
SFMG Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,282
| Closed | -$237K | – | 302 |
|
|
2022
Q1 | $237K | Hold |
1,282
| – | – | 0.02% | 236 |
|
|
2021
Q4 | $257K | Hold |
1,282
| – | – | 0.03% | 225 |
|
|
2021
Q3 | $251K | Hold |
1,282
| – | – | 0.03% | 214 |
|
|
2021
Q2 | $245K | Buy |
1,282
+83
| +7% | +$15.9K | 0.03% | 221 |
|
|
2021
Q1 | $210K | Buy |
+1,199
| New | +$210K | 0.02% | 219 |
|