SFWA
Summit Financial Wealth Advisors’s Oil States International OIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,800
| Closed | -$258K | – | 144 |
|
|
2018
Q3 | $258K | Buy |
+8,800
| New | +$258K | 0.08% | 117 |
|
|
2017
Q1 | – | Sell |
-8,700
| Closed | -$339K | – | 146 |
|
|
2016
Q4 | $339K | Hold |
8,700
| – | – | 0.15% | 108 |
|
|
2016
Q3 | $275K | Hold |
8,700
| – | – | 0.12% | 119 |
|
|
2016
Q2 | $286K | Hold |
8,700
| – | – | 0.12% | 113 |
|
|
2016
Q1 | $274K | Hold |
8,700
| – | – | 0.12% | 111 |
|
|
2015
Q4 | $237K | Buy |
+8,700
| New | +$237K | 0.11% | 109 |
|