SWM
Selective Wealth Management’s Star Group SGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-700
| Closed | -$8K | – | 788 |
|
|
2021
Q4 | $8K | Hold |
700
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $7K | Hold |
700
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $8K | Hold |
700
| – | – | 0.01% | 375 |
|
|
2021
Q1 | $7K | Hold |
700
| – | – | 0.01% | 285 |
|
|
2020
Q4 | $7K | Hold |
700
| – | – | ﹤0.01% | 273 |
|
|
2020
Q3 | $7K | Hold |
700
| – | – | 0.01% | 229 |
|
|
2020
Q2 | $6K | Buy |
+700
| New | +$6K | 0.01% | 290 |
|