SWM
Selective Wealth Management’s T-Mobile US TMUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$27K | – | 671 |
|
|
2022
Q3 | $27K | Hold |
200
| – | – | 0.01% | 384 |
|
|
2022
Q2 | $27K | Hold |
200
| – | – | 0.01% | 427 |
|
|
2022
Q1 | $26K | Sell |
200
-200
| -50% | -$26K | 0.01% | 412 |
|
|
2021
Q4 | $46K | Hold |
400
| – | – | 0.02% | 284 |
|
|
2021
Q3 | $51K | Sell |
400
-100
| -20% | -$12.8K | 0.03% | 251 |
|
|
2021
Q2 | $72K | Buy |
+500
| New | +$72K | 0.06% | 148 |
|
|
2020
Q3 | – | Sell |
-172
| Closed | -$18K | – | 409 |
|
|
2020
Q2 | $18K | Hold |
172
| – | – | 0.01% | 190 |
|
|
2020
Q1 | $14K | Hold |
172
| – | – | 0.02% | 129 |
|
|
2019
Q4 | $13K | Hold |
172
| – | – | 0.02% | 147 |
|
|
2019
Q3 | $14K | Buy |
+172
| New | +$14K | 0.02% | 149 |
|