SWM
Selective Wealth Management’s Philip Morris PM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-285
| Closed | -$24K | – | 567 |
|
|
2022
Q3 | $24K | Sell |
285
-300
| -51% | -$25.3K | 0.01% | 399 |
|
|
2022
Q2 | $58K | Hold |
585
| – | – | 0.02% | 298 |
|
|
2022
Q1 | $55K | Hold |
585
| – | – | 0.02% | 287 |
|
|
2021
Q4 | $56K | Hold |
585
| – | – | 0.02% | 260 |
|
|
2021
Q3 | $55K | Sell |
585
-370
| -39% | -$34.8K | 0.03% | 240 |
|
|
2021
Q2 | $95K | Buy |
955
+185
| +24% | +$18.4K | 0.08% | 127 |
|
|
2021
Q1 | $68K | Buy |
770
+184
| +31% | +$16.2K | 0.06% | 106 |
|
|
2020
Q4 | $49K | Buy |
586
+392
| +202% | +$32.8K | 0.03% | 112 |
|
|
2020
Q3 | $15K | Hold |
194
| – | – | 0.01% | 176 |
|
|
2020
Q2 | $14K | Hold |
194
| – | – | 0.01% | 209 |
|
|
2020
Q1 | $14K | Hold |
194
| – | – | 0.02% | 127 |
|
|
2019
Q4 | $17K | Sell |
194
-54
| -22% | -$4.73K | 0.02% | 131 |
|
|
2019
Q3 | $19K | Buy |
+248
| New | +$19K | 0.03% | 127 |
|