SWM
Selective Wealth Management’s JFrog FROG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $583K | Sell |
24,976
-527,649
| -95% | -$12.3M | 0.31% | 45 |
|
2022
Q3 | $12.2M | Sell |
552,625
-35,511
| -6% | -$785K | 5.24% | 2 |
|
2022
Q2 | $12.4M | Sell |
588,136
-11,284
| -2% | -$238K | 4.41% | 3 |
|
2022
Q1 | $16.2M | Buy |
599,420
+286,387
| +91% | +$7.72M | 5.85% | 2 |
|
2021
Q4 | $9.3M | Buy |
+313,033
| New | +$9.3M | 3.79% | 7 |
|