SWM
Selective Wealth Management’s Crocs CROX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,300
| Closed | -$89K | – | 230 |
|
|
2022
Q3 | $89K | Sell |
1,300
-800
| -38% | -$54.8K | 0.04% | 223 |
|
|
2022
Q2 | $102K | Sell |
2,100
-228
| -10% | -$11.1K | 0.04% | 215 |
|
|
2022
Q1 | $178K | Sell |
2,328
-22
| -0.9% | -$1.68K | 0.06% | 147 |
|
|
2021
Q4 | $301K | Buy |
2,350
+300
| +15% | +$38.4K | 0.12% | 85 |
|
|
2021
Q3 | $294K | Hold |
2,050
| – | – | 0.16% | 71 |
|
|
2021
Q2 | $239K | Buy |
+2,050
| New | +$239K | 0.19% | 61 |
|