SWA
SFMG Wealth Advisors’s SLR Investment Corp SLRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,087
| Closed | -$152K | – | 295 |
|
|
2023
Q4 | $152K | Hold |
10,087
| – | – | 0.01% | 251 |
|
|
2023
Q3 | $155K | Hold |
10,087
| – | – | 0.02% | 229 |
|
|
2023
Q2 | $144K | Hold |
10,087
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $152K | Buy |
+10,087
| New | +$152K | 0.02% | 240 |
|
|
2022
Q4 | – | Sell |
-11,564
| Closed | -$148K | – | 276 |
|
|
2022
Q3 | $148K | Hold |
11,564
| – | – | 0.02% | 228 |
|
|
2022
Q2 | $169K | Buy |
+11,564
| New | +$169K | 0.02% | 244 |
|