SWM
Selective Wealth Management’s AllianceBernstein AB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-425
| Closed | -$17K | – | 496 |
|
|
2021
Q1 | $17K | Sell |
425
-280
| -40% | -$11.2K | 0.02% | 207 |
|
|
2020
Q4 | $24K | Buy |
705
+280
| +66% | +$9.53K | 0.02% | 163 |
|
|
2020
Q3 | $11K | Hold |
425
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $12K | Hold |
425
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $8K | Hold |
425
| – | – | 0.01% | 163 |
|
|
2019
Q4 | $13K | Hold |
425
| – | – | 0.02% | 143 |
|
|
2019
Q3 | $12K | Buy |
+425
| New | +$12K | 0.02% | 154 |
|
|
2018
Q3 | $13K | Buy |
+425
| New | +$13K | 0.16% | 73 |
|