SWA
SFMG Wealth Advisors’s Rayonier RYN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,172
| Closed | -$200K | – | 152 |
|
|
2018
Q2 | $200K | Buy |
+5,172
| New | +$200K | 0.03% | 145 |
|
|
2015
Q2 | – | Sell |
-12,217
| Closed | -$329K | – | 158 |
|
|
2015
Q1 | $329K | Buy |
+12,217
| New | +$329K | 0.03% | 125 |
|
|
2014
Q4 | – | Sell |
-7,016
| Closed | -$218K | – | 129 |
|
|
2014
Q3 | $218K | Buy |
7,016
+317
| +5% | +$9.85K | 0.07% | 80 |
|
|
2014
Q2 | $238K | Sell |
6,699
-37
| -0.5% | -$1.32K | 0.08% | 70 |
|
|
2014
Q1 | $309K | Buy |
6,736
+15
| +0.2% | +$688 | 0.1% | 55 |
|
|
2013
Q4 | $283K | Buy |
6,721
+61
| +0.9% | +$2.57K | 0.1% | 56 |
|
|
2013
Q3 | $371K | Buy |
6,660
+9
| +0.1% | +$501 | 0.15% | 44 |
|
|
2013
Q2 | $368K | Buy |
+6,651
| New | +$368K | 0.15% | 47 |
|