SWM
Selective Wealth Management’s Five Below FIVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-316
| Closed | -$50K | – | 787 |
|
|
2022
Q1 | $50K | Hold |
316
| – | – | 0.02% | 298 |
|
|
2021
Q4 | $65K | Hold |
316
| – | – | 0.03% | 241 |
|
|
2021
Q3 | $56K | Buy |
316
+300
| +1,875% | +$53.2K | 0.03% | 239 |
|
|
2021
Q2 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 437 |
|