SWM
Selective Wealth Management’s Wabtec WAB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-763
| Closed | -$62K | – | 724 |
|
|
2022
Q3 | $62K | Buy |
763
+3
| +0.4% | +$244 | 0.03% | 270 |
|
|
2022
Q2 | $62K | Buy |
760
+4
| +0.5% | +$326 | 0.02% | 287 |
|
|
2022
Q1 | $73K | Buy |
756
+754
| +37,700% | +$72.8K | 0.03% | 242 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $0 | Sell |
2
-103
| -98% | – | ﹤0.01% | 620 |
|
|
2021
Q2 | $9K | Sell |
105
-13
| -11% | -$1.11K | 0.01% | 361 |
|
|
2021
Q1 | $9K | Hold |
118
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $9K | Buy |
118
+1
| +0.9% | +$76 | 0.01% | 257 |
|
|
2020
Q3 | $7K | Hold |
117
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $7K | Hold |
117
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $6K | Hold |
117
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $9K | Sell |
117
-1
| -0.8% | -$77 | 0.01% | 174 |
|
|
2019
Q3 | $8K | Buy |
+118
| New | +$8K | 0.01% | 187 |
|