SWM
Selective Wealth Management’s Baxter International BAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$27K | – | 170 |
|
|
2022
Q3 | $27K | Sell |
500
-400
| -44% | -$21.6K | 0.01% | 381 |
|
|
2022
Q2 | $58K | Hold |
900
| – | – | 0.02% | 295 |
|
|
2022
Q1 | $70K | Hold |
900
| – | – | 0.03% | 248 |
|
|
2021
Q4 | $77K | Hold |
900
| – | – | 0.03% | 221 |
|
|
2021
Q3 | $72K | Sell |
900
-500
| -36% | -$40K | 0.04% | 220 |
|
|
2021
Q2 | $113K | Buy |
1,400
+500
| +56% | +$40.4K | 0.09% | 103 |
|
|
2021
Q1 | $76K | Hold |
900
| – | – | 0.07% | 99 |
|
|
2020
Q4 | $72K | Buy |
900
+500
| +125% | +$40K | 0.05% | 92 |
|
|
2020
Q3 | $32K | Hold |
400
| – | – | 0.03% | 123 |
|
|
2020
Q2 | $34K | Buy |
+400
| New | +$34K | 0.03% | 133 |
|