SWM
Selective Wealth Management’s Old Dominion Freight Line ODFL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-829
| Closed | -$311K | – | 100 |
|
|
2023
Q2 | $311K | Buy |
+829
| New | +$311K | 0.16% | 76 |
|
|
2022
Q4 | $263K | Hold |
829
| – | – | 0.14% | 98 |
|
|
2022
Q3 | $206K | Sell |
829
-150
| -15% | -$37.3K | 0.09% | 123 |
|
|
2022
Q2 | $251K | Buy |
979
+829
| +553% | +$213K | 0.09% | 119 |
|
|
2022
Q1 | $45K | Buy |
150
+25
| +20% | +$7.5K | 0.02% | 323 |
|
|
2021
Q4 | $45K | Buy |
+125
| New | +$45K | 0.02% | 288 |
|