SWM
Selective Wealth Management’s Best Buy BBY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 173 |
|
|
2022
Q3 | $1K | Sell |
20
-400
| -95% | -$20K | ﹤0.01% | 700 |
|
|
2022
Q2 | $27K | Buy |
420
+20
| +5% | +$1.29K | 0.01% | 425 |
|
|
2022
Q1 | $36K | Sell |
400
-700
| -64% | -$63K | 0.01% | 355 |
|
|
2021
Q4 | $112K | Sell |
1,100
-275
| -20% | -$28K | 0.05% | 183 |
|
|
2021
Q3 | $145K | Buy |
1,375
+350
| +34% | +$36.9K | 0.08% | 137 |
|
|
2021
Q2 | $118K | Buy |
+1,025
| New | +$118K | 0.09% | 99 |
|