SWM
Selective Wealth Management’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-115,709
| Closed | -$4.73M | – | 535 |
|
|
2021
Q1 | $4.73M | Sell |
115,709
-414,447
| -78% | -$16.9M | 4.3% | 5 |
|
|
2020
Q4 | $16.6M | Hold |
530,156
| – | – | 10.7% | 1 |
|
|
2020
Q3 | $11.3M | Sell |
530,156
-20
| -0% | -$426 | 8.87% | 4 |
|
|
2020
Q2 | $12.4M | Buy |
530,176
+115,698
| +28% | +$2.72M | 10.31% | 2 |
|
|
2020
Q1 | $6.92M | Sell |
414,478
-58,900
| -12% | -$984K | 10.84% | 4 |
|
|
2019
Q4 | $14.4M | Hold |
473,378
| – | – | 17.47% | 1 |
|
|
2019
Q3 | $12.9M | Buy |
473,378
+181,439
| +62% | +$4.95M | 17.75% | 1 |
|
|
2019
Q2 | $8.78M | Buy |
291,939
+281
| +0.1% | +$8.46K | 14.21% | 2 |
|
|
2019
Q1 | $8.45M | Buy |
+291,658
| New | +$8.45M | 10.21% | 4 |
|
|
2018
Q3 | $18K | Buy |
+469
| New | +$18K | 0.22% | 62 |
|