SWM
Selective Wealth Management’s Blue Ridge Bankshares BRBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$1K | – | 195 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 702 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 687 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 653 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 537 |
|