SWM
Selective Wealth Management’s Illinois Tool Works ITW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-309
| Closed | -$56K | – | 421 |
|
|
2022
Q3 | $56K | Buy |
309
+9
| +3% | +$1.63K | 0.02% | 287 |
|
|
2022
Q2 | $55K | Hold |
300
| – | – | 0.02% | 306 |
|
|
2022
Q1 | $63K | Sell |
300
-185
| -38% | -$38.9K | 0.02% | 267 |
|
|
2021
Q4 | $120K | Hold |
485
| – | – | 0.05% | 176 |
|
|
2021
Q3 | $100K | Buy |
485
+185
| +62% | +$38.1K | 0.05% | 186 |
|
|
2021
Q2 | $67K | Buy |
300
+200
| +200% | +$44.7K | 0.05% | 157 |
|
|
2021
Q1 | $22K | Hold |
100
| – | – | 0.02% | 187 |
|
|
2020
Q4 | $20K | Buy |
+100
| New | +$20K | 0.01% | 184 |
|