SWM
Selective Wealth Management’s Automatic Data Processing ADP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-316
| Closed | -$71K | – | 138 |
|
|
2022
Q3 | $71K | Buy |
316
+16
| +5% | +$3.6K | 0.03% | 253 |
|
|
2022
Q2 | $63K | Hold |
300
| – | – | 0.02% | 282 |
|
|
2022
Q1 | $68K | Hold |
300
| – | – | 0.02% | 254 |
|
|
2021
Q4 | $74K | Hold |
300
| – | – | 0.03% | 228 |
|
|
2021
Q3 | $60K | Hold |
300
| – | – | 0.03% | 237 |
|
|
2021
Q2 | $60K | Buy |
300
+200
| +200% | +$40K | 0.05% | 172 |
|
|
2021
Q1 | $19K | Hold |
100
| – | – | 0.02% | 193 |
|
|
2020
Q4 | $18K | Buy |
+100
| New | +$18K | 0.01% | 193 |
|