SWM
Selective Wealth Management’s Target TGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-18
| Closed | -$3K | – | 667 |
|
|
2022
Q3 | $3K | Sell |
18
-182
| -91% | -$30.3K | ﹤0.01% | 649 |
|
|
2022
Q2 | $28K | Hold |
200
| – | – | 0.01% | 420 |
|
|
2022
Q1 | $42K | Hold |
200
| – | – | 0.02% | 334 |
|
|
2021
Q4 | $46K | Buy |
+200
| New | +$46K | 0.02% | 283 |
|
|
2020
Q3 | – | Sell |
-45
| Closed | -$5K | – | 407 |
|
|
2020
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $4K | Buy |
+45
| New | +$4K | 0.01% | 229 |
|