SWM
Selective Wealth Management’s RGC Resources RGCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,600
| Closed | -$97K | – | 593 |
|
|
2022
Q3 | $97K | Hold |
4,600
| – | – | 0.04% | 213 |
|
|
2022
Q2 | $88K | Buy |
4,600
+300
| +7% | +$5.74K | 0.03% | 238 |
|
|
2022
Q1 | $92K | Sell |
4,300
-200
| -4% | -$4.28K | 0.03% | 220 |
|
|
2021
Q4 | $104K | Sell |
4,500
-100
| -2% | -$2.31K | 0.04% | 190 |
|
|
2021
Q3 | $104K | Sell |
4,600
-300
| -6% | -$6.78K | 0.06% | 179 |
|
|
2021
Q2 | $124K | Buy |
4,900
+900
| +23% | +$22.8K | 0.1% | 95 |
|
|
2021
Q1 | $89K | Buy |
+4,000
| New | +$89K | 0.08% | 89 |
|