SWM
CLSA
Selective Wealth Management’s Cabana Target Leading Sector Aggressive ETF CLSA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $278K | Sell |
15,053
-2,358
| -14% | -$43.6K | 0.15% | 90 |
|
|
2022
Q3 | $324K | Sell |
17,411
-7,069
| -29% | -$132K | 0.14% | 88 |
|
|
2022
Q2 | $465K | Sell |
24,480
-4,104
| -14% | -$78K | 0.17% | 80 |
|
|
2022
Q1 | $657K | Sell |
28,584
-6,014
| -17% | -$138K | 0.24% | 52 |
|
|
2021
Q4 | $940K | Buy |
34,598
+18,286
| +112% | +$497K | 0.38% | 36 |
|
|
2021
Q3 | $399K | Buy |
+16,312
| New | +$399K | 0.21% | 51 |
|