SWM
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Selective Wealth Management’s Doximity DOCS Stock Holding History

Selective Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-98
Closed -$3K – 257
2022
Q3 		$3K Hold
98
– – ﹤0.01% 632
2022
Q2 		$3K Sell
98
-27
-22% -$827 ﹤0.01% 667
2022
Q1 		$7K Buy
+125
New +$7K ﹤0.01% 567