SWM
Selective Wealth Management’s IAMGOLD IAG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$1K | – | 386 |
|
|
2022
Q3 | $1K | Hold |
700
| – | – | ﹤0.01% | 726 |
|
|
2022
Q2 | $1K | Hold |
700
| – | – | ﹤0.01% | 720 |
|
|
2022
Q1 | $2K | Hold |
700
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $2K | Hold |
700
| – | – | ﹤0.01% | 606 |
|
|
2021
Q3 | $2K | Buy |
+700
| New | +$2K | ﹤0.01% | 542 |
|
|
2018
Q3 | $4K | Buy |
+1,000
| New | +$4K | 0.05% | 126 |
|