SWA
SFMG Wealth Advisors’s Ferrari RACE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,499
| Closed | -$248K | – | 172 |
|
|
2019
Q4 | $248K | Sell |
1,499
-83
| -5% | -$13.7K | 0.03% | 144 |
|
|
2019
Q3 | $244K | Hold |
1,582
| – | – | 0.03% | 128 |
|
|
2019
Q2 | $262K | Hold |
1,582
| – | – | 0.04% | 125 |
|
|
2019
Q1 | $212K | Buy |
+1,582
| New | +$212K | 0.03% | 134 |
|
|
2018
Q3 | – | Sell |
-1,582
| Closed | -$214K | – | 151 |
|
|
2018
Q2 | $214K | Buy |
+1,582
| New | +$214K | 0.03% | 140 |
|