SWM
Selective Wealth Management’s Cracker Barrel CBRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-600
| Closed | -$56K | – | 206 |
|
|
2022
Q3 | $56K | Hold |
600
| – | – | 0.02% | 286 |
|
|
2022
Q2 | $50K | Sell |
600
-200
| -25% | -$16.7K | 0.02% | 321 |
|
|
2022
Q1 | $95K | Hold |
800
| – | – | 0.03% | 214 |
|
|
2021
Q4 | $103K | Hold |
800
| – | – | 0.04% | 191 |
|
|
2021
Q3 | $112K | Sell |
800
-100
| -11% | -$14K | 0.06% | 165 |
|
|
2021
Q2 | $134K | Buy |
900
+200
| +29% | +$29.8K | 0.11% | 92 |
|
|
2021
Q1 | $121K | Buy |
700
+500
| +250% | +$86.4K | 0.11% | 67 |
|
|
2020
Q4 | $26K | Buy |
+200
| New | +$26K | 0.02% | 155 |
|