SFWA
VMW
Summit Financial Wealth Advisors’s VMware, Inc VMW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,780
| Closed | -$298K | – | 156 |
|
|
2019
Q2 | $298K | Hold |
1,780
| – | – | 0.07% | 123 |
|
|
2019
Q1 | $331K | Hold |
1,780
| – | – | 0.09% | 104 |
|
|
2018
Q4 | $244K | Sell |
1,780
-400
| -18% | -$54.8K | 0.08% | 110 |
|
|
2018
Q3 | $314K | Sell |
2,180
-540
| -20% | -$77.8K | 0.09% | 106 |
|
|
2018
Q2 | $330K | Hold |
2,720
| – | – | 0.11% | 100 |
|
|
2018
Q1 | $330K | Hold |
2,720
| – | – | 0.11% | 103 |
|
|
2017
Q4 | $341K | Hold |
2,720
| – | – | 0.12% | 99 |
|
|
2017
Q3 | $297K | Sell |
2,720
-4,310
| -61% | -$471K | 0.11% | 109 |
|
|
2017
Q2 | $615K | Sell |
7,030
-210
| -3% | -$18.4K | 0.24% | 83 |
|
|
2017
Q1 | $667K | Sell |
7,240
-130
| -2% | -$12K | 0.29% | 78 |
|
|
2016
Q4 | $580K | Hold |
7,370
| – | – | 0.26% | 87 |
|
|
2016
Q3 | $541K | Sell |
7,370
-261
| -3% | -$19.2K | 0.23% | 90 |
|
|
2016
Q2 | $437K | Buy |
+7,631
| New | +$437K | 0.18% | 95 |
|