SWM
Selective Wealth Management’s Altice USA ATUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-200
| Closed | -$5K | – | 369 |
|
|
2020
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 245 |
|
|
2020
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 294 |
|
|
2020
Q1 | $4K | Hold |
200
| – | – | 0.01% | 216 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | 0.01% | 210 |
|
|
2019
Q3 | $6K | Buy |
+200
| New | +$6K | 0.01% | 201 |
|
|
2018
Q3 | $4K | Buy |
+200
| New | +$4K | 0.05% | 120 |
|