SWM
Selective Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-202
| Closed | -$42K | – | 460 |
|
|
2022
Q3 | $42K | Buy |
202
+14
| +7% | +$2.91K | 0.02% | 312 |
|
|
2022
Q2 | $45K | Buy |
188
+17
| +10% | +$4.07K | 0.02% | 339 |
|
|
2022
Q1 | $42K | Buy |
171
+130
| +317% | +$31.9K | 0.02% | 332 |
|
|
2021
Q4 | $9K | Hold |
41
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $9K | Hold |
41
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $9K | Hold |
41
| – | – | 0.01% | 356 |
|
|
2021
Q1 | $8K | Hold |
41
| – | – | 0.01% | 278 |
|
|
2020
Q4 | $8K | Hold |
41
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $7K | Hold |
41
| – | – | 0.01% | 224 |
|
|
2020
Q2 | $7K | Buy |
+41
| New | +$7K | 0.01% | 264 |
|
|
2018
Q3 | $17K | Buy |
+100
| New | +$17K | 0.2% | 63 |
|