SWM
Selective Wealth Management’s BlackBerry BB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-500
| Closed | -$2K | – | 171 |
|
|
2022
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 663 |
|
|
2022
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 606 |
|
|
2021
Q4 | $5K | Hold |
500
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $5K | Hold |
500
| – | – | ﹤0.01% | 485 |
|
|
2021
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 387 |
|
|
2021
Q1 | $4K | Hold |
500
| – | – | ﹤0.01% | 321 |
|
|
2020
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 314 |
|
|
2020
Q3 | $2K | Hold |
500
| – | – | ﹤0.01% | 279 |
|
|
2020
Q2 | $2K | Hold |
500
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $2K | Hold |
500
| – | – | ﹤0.01% | 269 |
|
|
2019
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 253 |
|
|
2019
Q3 | $3K | Buy |
+500
| New | +$3K | ﹤0.01% | 257 |
|
|
2018
Q3 | $11K | Buy |
+1,000
| New | +$11K | 0.13% | 79 |
|