SFWA
Summit Financial Wealth Advisors’s MetLife MET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-20,432
| Closed | -$1.12M | – | 148 |
|
|
2017
Q2 | $1.12M | Buy |
20,432
+4,788
| +31% | +$263K | 0.44% | 56 |
|
|
2017
Q1 | $826K | Buy |
15,644
+279
| +2% | +$14.7K | 0.36% | 69 |
|
|
2016
Q4 | $828K | Sell |
15,365
-224
| -1% | -$12.1K | 0.36% | 70 |
|
|
2016
Q3 | $693K | Buy |
+15,589
| New | +$693K | 0.3% | 75 |
|