SWM
Selective Wealth Management’s Amgen AMGN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-85
| Closed | -$19K | – | 151 |
|
|
2022
Q3 | $19K | Buy |
85
+15
| +21% | +$3.35K | 0.01% | 427 |
|
|
2022
Q2 | $17K | Hold |
70
| – | – | 0.01% | 486 |
|
|
2022
Q1 | $17K | Sell |
70
-750
| -91% | -$182K | 0.01% | 462 |
|
|
2021
Q4 | $184K | Hold |
820
| – | – | 0.08% | 129 |
|
|
2021
Q3 | $174K | Buy |
820
+750
| +1,071% | +$159K | 0.09% | 121 |
|
|
2021
Q2 | $17K | Buy |
+70
| New | +$17K | 0.01% | 290 |
|