SWM
Selective Wealth Management’s AB InBev BUD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-299
| Closed | -$21K | – | 393 |
|
|
2020
Q4 | $21K | Hold |
299
| – | – | 0.01% | 179 |
|
|
2020
Q3 | $16K | Hold |
299
| – | – | 0.01% | 169 |
|
|
2020
Q2 | $15K | Hold |
299
| – | – | 0.01% | 202 |
|
|
2020
Q1 | $13K | Hold |
299
| – | – | 0.02% | 133 |
|
|
2019
Q4 | $25K | Hold |
299
| – | – | 0.03% | 104 |
|
|
2019
Q3 | $28K | Buy |
+299
| New | +$28K | 0.04% | 100 |
|
|
2018
Q3 | $26K | Buy |
+299
| New | +$26K | 0.31% | 47 |
|