SWM
Selective Wealth Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$92K | – | 768 |
|
|
2021
Q4 | $92K | Hold |
150
| – | – | 0.04% | 204 |
|
|
2021
Q3 | $91K | Hold |
150
| – | – | 0.05% | 196 |
|
|
2021
Q2 | $80K | Buy |
+150
| New | +$80K | 0.06% | 136 |
|
|
2020
Q3 | – | Sell |
-9
| Closed | -$3K | – | 380 |
|
|
2020
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 250 |
|
|
2019
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 293 |
|
|
2019
Q3 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 297 |
|