SWM
Selective Wealth Management’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-200
| Closed | -$38K | – | 609 |
|
|
2021
Q2 | $38K | Hold |
200
| – | – | 0.03% | 212 |
|
|
2021
Q1 | $35K | Hold |
200
| – | – | 0.03% | 148 |
|
|
2020
Q4 | $30K | Hold |
200
| – | – | 0.02% | 145 |
|
|
2020
Q3 | $22K | Hold |
200
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $21K | Buy |
+200
| New | +$21K | 0.02% | 172 |
|