SWM
Selective Wealth Management’s Innovator IBD 50 ETF FFTY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,880
| Closed | -$46K | – | 324 |
|
|
2022
Q3 | $46K | Sell |
1,880
-700
| -27% | -$17.1K | 0.02% | 308 |
|
|
2022
Q2 | $69K | Sell |
2,580
-1,040
| -29% | -$27.8K | 0.02% | 268 |
|
|
2022
Q1 | $142K | Sell |
3,620
-2,300
| -39% | -$90.2K | 0.05% | 168 |
|
|
2021
Q4 | $271K | Buy |
5,920
+600
| +11% | +$27.5K | 0.11% | 94 |
|
|
2021
Q3 | $252K | Buy |
5,320
+1,940
| +57% | +$91.9K | 0.13% | 83 |
|
|
2021
Q2 | $157K | Buy |
+3,380
| New | +$157K | 0.13% | 86 |
|