SFMG Wealth Advisors’s Trinseo TSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,450
| Closed | -$210K | – | 271 |
|
|
2022
Q2 | $210K | Sell |
5,450
-5
| -0.1% | -$193 | 0.02% | 230 |
|
|
2022
Q1 | $261K | Buy |
5,455
+4
| +0.1% | +$191 | 0.03% | 223 |
|
|
2021
Q4 | $286K | Buy |
5,451
+429
| +9% | +$22.5K | 0.03% | 206 |
|
|
2021
Q3 | $271K | Buy |
5,022
+8
| +0.2% | +$432 | 0.03% | 206 |
|
|
2021
Q2 | $300K | Buy |
5,014
+7
| +0.1% | +$419 | 0.03% | 195 |
|
|
2021
Q1 | $319K | Buy |
5,007
+7
| +0.1% | +$446 | 0.04% | 179 |
|
|
2020
Q4 | $256K | Buy |
+5,000
| New | +$256K | 0.03% | 185 |
|