SWM
Selective Wealth Management’s Corteva CTVA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,731
| Closed | -$99K | – | 232 |
|
|
2022
Q3 | $99K | Sell |
1,731
-1,235
| -42% | -$70.6K | 0.04% | 210 |
|
|
2022
Q2 | $161K | Hold |
2,966
| – | – | 0.06% | 165 |
|
|
2022
Q1 | $170K | Sell |
2,966
-332
| -10% | -$19K | 0.06% | 152 |
|
|
2021
Q4 | $156K | Hold |
3,298
| – | – | 0.06% | 148 |
|
|
2021
Q3 | $139K | Sell |
3,298
-3,883
| -54% | -$164K | 0.07% | 140 |
|
|
2021
Q2 | $318K | Sell |
7,181
-1,794
| -20% | -$79.4K | 0.25% | 41 |
|
|
2021
Q1 | $418K | Sell |
8,975
-624
| -7% | -$29.1K | 0.38% | 33 |
|
|
2020
Q4 | $372K | Buy |
9,599
+1,066
| +12% | +$41.3K | 0.24% | 36 |
|
|
2020
Q3 | $246K | Sell |
8,533
-100
| -1% | -$2.88K | 0.19% | 40 |
|
|
2020
Q2 | $231K | Buy |
+8,633
| New | +$231K | 0.19% | 39 |
|