SWM
Selective Wealth Management’s Carter's CRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $366K | Sell |
4,500
-900
| -17% | -$73.2K | 0.19% | 71 |
|
|
2022
Q3 | $354K | Sell |
5,400
-1,250
| -19% | -$81.9K | 0.15% | 83 |
|
|
2022
Q2 | $469K | Sell |
6,650
-100
| -1% | -$7.05K | 0.17% | 78 |
|
|
2022
Q1 | $621K | Hold |
6,750
| – | – | 0.23% | 53 |
|
|
2021
Q4 | $683K | Hold |
6,750
| – | – | 0.28% | 47 |
|
|
2021
Q3 | $656K | Sell |
6,750
-1,150
| -15% | -$112K | 0.35% | 38 |
|
|
2021
Q2 | $815K | Sell |
7,900
-2,000
| -20% | -$206K | 0.65% | 25 |
|
|
2021
Q1 | $880K | Sell |
9,900
-1,100
| -10% | -$97.8K | 0.8% | 23 |
|
|
2020
Q4 | $1.04M | Buy |
11,000
+800
| +8% | +$75.3K | 0.67% | 24 |
|
|
2020
Q3 | $883K | Buy |
10,200
+750
| +8% | +$64.9K | 0.69% | 22 |
|
|
2020
Q2 | $763K | Buy |
+9,450
| New | +$763K | 0.63% | 22 |
|