SWM
Selective Wealth Management’s Analog Devices ADI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-228
| Closed | -$32K | – | 135 |
|
|
2022
Q3 | $32K | Buy |
228
+9
| +4% | +$1.26K | 0.01% | 353 |
|
|
2022
Q2 | $32K | Buy |
219
+201
| +1,117% | +$29.4K | 0.01% | 392 |
|
|
2022
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 626 |
|
|
2021
Q4 | $3K | Hold |
18
| – | – | ﹤0.01% | 575 |
|
|
2021
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 430 |
|