SWM
Selective Wealth Management’s Towne Bank TOWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$5K | – | 672 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 602 |
|
|
2022
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 639 |
|
|
2022
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 591 |
|
|
2021
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2021
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $6K | Hold |
200
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 294 |
|