SWM
Selective Wealth Management’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$17K | – | 203 |
|
|
2022
Q3 | $17K | Hold |
300
| – | – | 0.01% | 442 |
|
|
2022
Q2 | $15K | Hold |
300
| – | – | 0.01% | 506 |
|
|
2022
Q1 | $17K | Hold |
300
| – | – | 0.01% | 465 |
|
|
2021
Q4 | $11K | Hold |
300
| – | – | ﹤0.01% | 474 |
|
|
2021
Q3 | $11K | Hold |
300
| – | – | 0.01% | 426 |
|
|
2021
Q2 | $11K | Hold |
300
| – | – | 0.01% | 328 |
|
|
2021
Q1 | $12K | Hold |
300
| – | – | 0.01% | 232 |
|
|
2020
Q4 | $11K | Hold |
300
| – | – | 0.01% | 233 |
|
|
2020
Q3 | $12K | Hold |
300
| – | – | 0.01% | 188 |
|
|
2020
Q2 | $13K | Hold |
300
| – | – | 0.01% | 214 |
|
|
2020
Q1 | $13K | Hold |
300
| – | – | 0.02% | 134 |
|
|
2019
Q4 | $13K | Hold |
300
| – | – | 0.02% | 145 |
|
|
2019
Q3 | $12K | Buy |
+300
| New | +$12K | 0.02% | 158 |
|
|
2018
Q3 | $14K | Buy |
+300
| New | +$14K | 0.17% | 69 |
|