SWM
CTLT

Selective Wealth Management’s CATALENT, INC. CTLT Stock Holding History

Selective Wealth Management’s Portfolio CTLT Stock Details CTLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-410
Closed -$30K – 766
2022
Q3 		$30K Sell
410
-122
-23% -$12.1K 0.01% 371
2022
Q2 		$57K Buy
+532
New +$54.2K 0.02% 303
2022
Q1 		– Sell
-300
Closed -$38K – 808
2021
Q4 		$38K Buy
300
+100
+50% +$12.8K 0.02% 317
2021
Q3 		$27K Buy
+200
New +$25K 0.01% 337
2020
Q3 		– Sell
-167
Closed -$12K – 425
2020
Q2 		$12K Hold
167
– – 0.01% 227
2020
Q1 		$9K Hold
167
– – 0.02% 163
2019
Q4 		$9K Hold
167
– – 0.01% 176
2019
Q3 		$8K Buy
+167
New +$8.97K 0.01% 189

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VAM
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Janus Henderson Group
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Artisan Partners
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State Street
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LGP
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return