SFWA
Summit Financial Wealth Advisors’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,581
| Closed | -$310K | – | 127 |
|
|
2022
Q2 | $310K | Sell |
2,581
-919
| -26% | -$110K | 0.07% | 105 |
|
|
2022
Q1 | $480K | Hold |
3,500
| – | – | 0.1% | 82 |
|
|
2021
Q4 | $417K | Hold |
3,500
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $331K | Buy |
+3,500
| New | +$331K | 0.08% | 95 |
|