SWM
Selective Wealth Management’s InterDigital IDCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-40
| Closed | -$2K | – | 393 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 671 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 692 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 581 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 521 |
|
|
2021
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 337 |
|
|
2020
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 283 |
|
|
2020
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 376 |
|