SWM
Selective Wealth Management’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-378
| Closed | -$64K | – | 710 |
|
|
2022
Q3 | $64K | Hold |
378
| – | – | 0.03% | 266 |
|
|
2022
Q2 | $65K | Sell |
378
-15
| -4% | -$2.58K | 0.02% | 278 |
|
|
2022
Q1 | $84K | Buy |
393
+378
| +2,520% | +$80.8K | 0.03% | 228 |
|
|
2021
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 446 |
|