SWM
CLSC

Selective Wealth Management’s Cabana Target Leading Sector Conservative ETF CLSC Stock Holding History

Selective Wealth Management’s Portfolio CLSC Stock Details CLSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
2023
Q4 		$243K Sell
2023
Q3 		$400K Sell
2023
Q2 		$448K Buy
2022
Q4 		$888K Sell
2022
Q3 		$1.38M Sell
2022
Q2 		$1.91M Sell
2022
Q1 		$2.44M Sell
2021
Q4 		$2.82M Buy
2021
Q3 		$1.89M Buy