SWM
Selective Wealth Management’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$29K | – | 711 |
|
|
2022
Q3 | $29K | Hold |
100
| – | – | 0.01% | 375 |
|
|
2022
Q2 | $28K | Hold |
100
| – | – | 0.01% | 421 |
|
|
2022
Q1 | $26K | Buy |
100
+10
| +11% | +$2.6K | 0.01% | 413 |
|
|
2021
Q4 | $20K | Sell |
90
-100
| -53% | -$22.2K | 0.01% | 413 |
|
|
2021
Q3 | $34K | Hold |
190
| – | – | 0.02% | 309 |
|
|
2021
Q2 | $38K | Buy |
190
+40
| +27% | +$8K | 0.03% | 213 |
|
|
2021
Q1 | $32K | Buy |
150
+50
| +50% | +$10.7K | 0.03% | 157 |
|
|
2020
Q4 | $24K | Hold |
100
| – | – | 0.02% | 169 |
|
|
2020
Q3 | $27K | Hold |
100
| – | – | 0.02% | 132 |
|
|
2020
Q2 | $29K | Hold |
100
| – | – | 0.02% | 139 |
|
|
2020
Q1 | $24K | Hold |
100
| – | – | 0.04% | 93 |
|
|
2019
Q4 | $22K | Hold |
100
| – | – | 0.03% | 116 |
|
|
2019
Q3 | $17K | Buy |
+100
| New | +$17K | 0.02% | 134 |
|
|
2018
Q3 | $19K | Buy |
+100
| New | +$19K | 0.23% | 59 |
|