SWM
Selective Wealth Management’s Republic Services RSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-200
| Closed | -$26K | – | 825 |
|
|
2022
Q2 | $26K | Hold |
200
| – | – | 0.01% | 431 |
|
|
2022
Q1 | $27K | Sell |
200
-250
| -56% | -$33.8K | 0.01% | 407 |
|
|
2021
Q4 | $63K | Hold |
450
| – | – | 0.03% | 245 |
|
|
2021
Q3 | $54K | Buy |
450
+250
| +125% | +$30K | 0.03% | 242 |
|
|
2021
Q2 | $22K | Hold |
200
| – | – | 0.02% | 271 |
|
|
2021
Q1 | $20K | Hold |
200
| – | – | 0.02% | 192 |
|
|
2020
Q4 | $19K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $19K | Hold |
200
| – | – | 0.01% | 161 |
|
|
2020
Q2 | $16K | Buy |
+200
| New | +$16K | 0.01% | 199 |
|