SWM
Selective Wealth Management’s Biogen BIIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-567
| Closed | -$151K | – | 180 |
|
|
2022
Q3 | $151K | Sell |
567
-100
| -15% | -$26.6K | 0.06% | 158 |
|
|
2022
Q2 | $136K | Hold |
667
| – | – | 0.05% | 187 |
|
|
2022
Q1 | $140K | Sell |
667
-200
| -23% | -$42K | 0.05% | 170 |
|
|
2021
Q4 | $208K | Sell |
867
-100
| -10% | -$24K | 0.08% | 121 |
|
|
2021
Q3 | $274K | Buy |
967
+159
| +20% | +$45.1K | 0.15% | 77 |
|
|
2021
Q2 | $280K | Buy |
+808
| New | +$280K | 0.22% | 52 |
|