SWM
Selective Wealth Management’s Mine Safety MSA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-600
| Closed | -$66K | – | 494 |
|
2022
Q3 | $66K | Hold |
600
| – | – | 0.03% | 262 |
|
2022
Q2 | $73K | Hold |
600
| – | – | 0.03% | 264 |
|
2022
Q1 | $80K | Hold |
600
| – | – | 0.03% | 235 |
|
2021
Q4 | $91K | Hold |
600
| – | – | 0.04% | 206 |
|
2021
Q3 | $87K | Buy |
+600
| New | +$87K | 0.05% | 199 |
|