SWM
Selective Wealth Management’s SBA Communications SBAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25
| Closed | -$7K | – | 605 |
|
|
2022
Q3 | $7K | Hold |
25
| – | – | ﹤0.01% | 563 |
|
|
2022
Q2 | $8K | Hold |
25
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $9K | Hold |
25
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $10K | Hold |
25
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $8K | Hold |
25
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $8K | Hold |
25
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $7K | Hold |
25
| – | – | 0.01% | 284 |
|
|
2020
Q4 | $7K | Hold |
25
| – | – | ﹤0.01% | 272 |
|
|
2020
Q3 | $8K | Hold |
25
| – | – | 0.01% | 216 |
|
|
2020
Q2 | $7K | Hold |
25
| – | – | 0.01% | 270 |
|
|
2020
Q1 | $7K | Hold |
25
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $6K | Hold |
25
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $6K | Buy |
+25
| New | +$6K | 0.01% | 209 |
|