SWM
Selective Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-162
| Closed | -$6K | – | 242 |
|
|
2022
Q3 | $6K | Hold |
162
| – | – | ﹤0.01% | 573 |
|
|
2022
Q2 | $5K | Hold |
162
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $5K | Hold |
162
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $8K | Hold |
162
| – | – | ﹤0.01% | 503 |
|
|
2021
Q3 | $6K | Hold |
162
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $5K | Buy |
162
+138
| +575% | +$4.26K | ﹤0.01% | 398 |
|
|
2021
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 370 |
|