SWA
PNY
SFMG Wealth Advisors’s PIEDMONT NATURAL GAS CO INC(NC PNY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-6,868
| Closed | -$275K | – | 128 |
|
|
2015
Q3 | $275K | Hold |
6,868
| – | – | 0.07% | 88 |
|
|
2015
Q2 | $243K | Sell |
6,868
-6,868
| -50% | -$243K | 0.05% | 95 |
|
|
2015
Q1 | $507K | Buy |
13,736
+6,868
| +100% | +$254K | 0.04% | 103 |
|
|
2014
Q4 | $271K | Hold |
6,868
| – | – | 0.06% | 94 |
|
|
2014
Q3 | $230K | Hold |
6,868
| – | – | 0.07% | 76 |
|
|
2014
Q2 | $257K | Hold |
6,868
| – | – | 0.09% | 66 |
|
|
2014
Q1 | $243K | Hold |
6,868
| – | – | 0.08% | 65 |
|
|
2013
Q4 | $228K | Hold |
6,868
| – | – | 0.08% | 65 |
|
|
2013
Q3 | $226K | Buy |
+6,868
| New | +$226K | 0.09% | 57 |
|