SWM
Selective Wealth Management’s AbbVie ABBV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,305
| Closed | -$175K | – | 128 |
|
|
2022
Q3 | $175K | Hold |
1,305
| – | – | 0.08% | 141 |
|
|
2022
Q2 | $200K | Hold |
1,305
| – | – | 0.07% | 143 |
|
|
2022
Q1 | $212K | Buy |
1,305
+633
| +94% | +$103K | 0.08% | 130 |
|
|
2021
Q4 | $91K | Hold |
672
| – | – | 0.04% | 205 |
|
|
2021
Q3 | $72K | Hold |
672
| – | – | 0.04% | 219 |
|
|
2021
Q2 | $76K | Hold |
672
| – | – | 0.06% | 137 |
|
|
2021
Q1 | $73K | Hold |
672
| – | – | 0.07% | 102 |
|
|
2020
Q4 | $72K | Buy |
672
+94
| +16% | +$10.1K | 0.05% | 91 |
|
|
2020
Q3 | $51K | Sell |
578
-41
| -7% | -$3.62K | 0.04% | 99 |
|
|
2020
Q2 | $61K | Hold |
619
| – | – | 0.05% | 93 |
|
|
2020
Q1 | $47K | Hold |
619
| – | – | 0.07% | 62 |
|
|
2019
Q4 | $55K | Sell |
619
-12
| -2% | -$1.07K | 0.07% | 76 |
|
|
2019
Q3 | $48K | Buy |
+631
| New | +$48K | 0.07% | 78 |
|