SWM
Selective Wealth Management’s Magna International MGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$23K | – | 688 |
|
|
2021
Q3 | $23K | Sell |
300
-25
| -8% | -$1.92K | 0.01% | 349 |
|
|
2021
Q2 | $30K | Buy |
325
+300
| +1,200% | +$27.7K | 0.02% | 242 |
|
|
2021
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 358 |
|
|
2020
Q3 | – | Sell |
-86
| Closed | -$4K | – | 377 |
|
|
2020
Q2 | $4K | Hold |
86
| – | – | ﹤0.01% | 324 |
|
|
2020
Q1 | $3K | Hold |
86
| – | – | ﹤0.01% | 249 |
|
|
2019
Q4 | $5K | Hold |
86
| – | – | 0.01% | 221 |
|
|
2019
Q3 | $5K | Buy |
+86
| New | +$5K | 0.01% | 224 |
|