SWM
Selective Wealth Management’s OSI Systems OSIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-150
| Closed | -$11K | – | 542 |
|
|
2022
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $13K | Hold |
150
| – | – | ﹤0.01% | 529 |
|
|
2022
Q1 | $13K | Hold |
150
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $14K | Sell |
150
-150
| -50% | -$14K | 0.01% | 451 |
|
|
2021
Q3 | $28K | Hold |
300
| – | – | 0.01% | 330 |
|
|
2021
Q2 | $30K | Buy |
+300
| New | +$30K | 0.02% | 244 |
|