SWM
Selective Wealth Management’s Adobe ADBE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-209
| Closed | -$58K | – | 134 |
|
|
2022
Q3 | $58K | Sell |
209
-100
| -32% | -$27.8K | 0.02% | 280 |
|
|
2022
Q2 | $113K | Hold |
309
| – | – | 0.04% | 202 |
|
|
2022
Q1 | $141K | Sell |
309
-25
| -7% | -$11.4K | 0.05% | 169 |
|
|
2021
Q4 | $189K | Hold |
334
| – | – | 0.08% | 125 |
|
|
2021
Q3 | $192K | Buy |
334
+225
| +206% | +$129K | 0.1% | 109 |
|
|
2021
Q2 | $64K | Buy |
109
+75
| +221% | +$44K | 0.05% | 162 |
|
|
2021
Q1 | $16K | Hold |
34
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $17K | Hold |
34
| – | – | 0.01% | 196 |
|
|
2020
Q3 | $17K | Hold |
34
| – | – | 0.01% | 165 |
|
|
2020
Q2 | $15K | Hold |
34
| – | – | 0.01% | 201 |
|
|
2020
Q1 | $11K | Hold |
34
| – | – | 0.02% | 143 |
|
|
2019
Q4 | $11K | Hold |
34
| – | – | 0.01% | 152 |
|
|
2019
Q3 | $9K | Buy |
+34
| New | +$9K | 0.01% | 169 |
|