SWM
Selective Wealth Management’s Corning GLW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,241
| Closed | -$36K | – | 352 |
|
|
2022
Q3 | $36K | Hold |
1,241
| – | – | 0.02% | 338 |
|
|
2022
Q2 | $39K | Buy |
1,241
+241
| +24% | +$7.57K | 0.01% | 362 |
|
|
2022
Q1 | $37K | Sell |
1,000
-3,000
| -75% | -$111K | 0.01% | 351 |
|
|
2021
Q4 | $149K | Hold |
4,000
| – | – | 0.06% | 152 |
|
|
2021
Q3 | $146K | Hold |
4,000
| – | – | 0.08% | 136 |
|
|
2021
Q2 | $164K | Sell |
4,000
-1,000
| -20% | -$41K | 0.13% | 85 |
|
|
2021
Q1 | $218K | Sell |
5,000
-159
| -3% | -$6.93K | 0.2% | 54 |
|
|
2020
Q4 | $186K | Buy |
5,159
+159
| +3% | +$5.73K | 0.12% | 63 |
|
|
2020
Q3 | $162K | Hold |
5,000
| – | – | 0.13% | 56 |
|
|
2020
Q2 | $130K | Buy |
+5,000
| New | +$130K | 0.11% | 64 |
|