SWM
Selective Wealth Management’s Global X Social Media ETF SOCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,800
| Closed | -$50K | – | 631 |
|
|
2022
Q3 | $50K | Sell |
1,800
-1,500
| -45% | -$41.7K | 0.02% | 300 |
|
|
2022
Q2 | $109K | Hold |
3,300
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $140K | Sell |
3,300
-1,800
| -35% | -$76.4K | 0.05% | 172 |
|
|
2021
Q4 | $275K | Hold |
5,100
| – | – | 0.11% | 91 |
|
|
2021
Q3 | $311K | Buy |
5,100
+1,500
| +42% | +$91.5K | 0.16% | 65 |
|
|
2021
Q2 | $261K | Buy |
+3,600
| New | +$261K | 0.21% | 56 |
|