SWM
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Selective Wealth Management’s Avis CAR Stock Holding History

Selective Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-300
Closed -$62K – 732
2021
Q4 		$62K Hold
300
– – 0.03% 246
2021
Q3 		$35K Buy
+300
New +$35K 0.02% 295