SWM
CLCT

Selective Wealth Management’s Collectors Universe CLCT Stock Holding History

Selective Wealth Management’s Portfolio CLCT Stock Details CLCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,358
Closed -$181K – 354
2019
Q3 		$181K Buy
+6,358
New +$181K 0.25% 36
2018
Q3 		$245K Buy
+16,522
New +$245K 2.93% 9