SWM
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Selective Wealth Management’s ESS Tech GWH Stock Holding History

Selective Wealth Management’s Portfolio GWH Stock Details GWH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-500
Closed -$2K – 362
2022
Q3 		$2K Hold
500
– – ﹤0.01% 668
2022
Q2 		$1K Hold
500
– – ﹤0.01% 717
2022
Q1 		$3K Buy
500
+250
+100% +$1.46K ﹤0.01% 633
2021
Q4 		$3K Buy
+250
New +$3K ﹤0.01% 580