SWM
Selective Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-271
| Closed | -$4K | – | 659 |
|
|
2022
Q3 | $4K | Hold |
271
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $4K | Hold |
271
| – | – | ﹤0.01% | 656 |
|
|
2022
Q1 | $4K | Hold |
271
| – | – | ﹤0.01% | 618 |
|
|
2021
Q4 | $4K | Buy |
+271
| New | +$4K | ﹤0.01% | 571 |
|
|
2020
Q3 | – | Sell |
-260
| Closed | -$5K | – | 405 |
|
|
2020
Q2 | $5K | Hold |
260
| – | – | ﹤0.01% | 307 |
|
|
2020
Q1 | $4K | Hold |
260
| – | – | 0.01% | 227 |
|
|
2019
Q4 | $5K | Hold |
260
| – | – | 0.01% | 223 |
|
|
2019
Q3 | $4K | Buy |
+260
| New | +$4K | 0.01% | 253 |
|