SWA
XYZ

SFMG Wealth Advisors’s Block, Inc. XYZ Stock Holding History

SFMG Wealth Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,334
Closed -$320K – 302
2021
Q3 		$320K Buy
1,334
+205
+18% +$49.2K 0.04% 183
2021
Q2 		$275K Buy
1,129
+39
+4% +$9.5K 0.03% 208
2021
Q1 		$247K Buy
+1,090
New +$247K 0.03% 207