SWM
TDSD
Selective Wealth Management’s Cabana Target Drawdown 13 ETF TDSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,226
| Closed | -$114K | – | 778 |
|
|
2022
Q3 | $114K | Sell |
5,226
-10,722
| -67% | -$234K | 0.05% | 190 |
|
|
2022
Q2 | $351K | Sell |
15,948
-34
| -0.2% | -$748 | 0.12% | 99 |
|
|
2022
Q1 | $408K | Sell |
15,982
-3,771
| -19% | -$96.3K | 0.15% | 77 |
|
|
2021
Q4 | $576K | Buy |
19,753
+416
| +2% | +$12.1K | 0.24% | 53 |
|
|
2021
Q3 | $539K | Buy |
+19,337
| New | +$539K | 0.29% | 42 |
|