SWM
CLSA

Selective Wealth Management’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History

Selective Wealth Management’s Portfolio CLSA Stock Details CLSA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$278K Sell
2022
Q3 		$324K Sell
2022
Q2 		$465K Sell
2022
Q1 		$657K Sell
2021
Q4 		$940K Buy
2021
Q3 		$399K Buy