SWM
WIL

Selective Wealth Management’s iPath Women in Leadership ETN WIL Stock Holding History

Selective Wealth Management’s Portfolio WIL Stock Details WIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-700
Closed -$55K – 788
2022
Q3 		$55K Hold
700
– – 0.02% 288
2022
Q2 		$59K Hold
700
– – 0.02% 294
2022
Q1 		$68K Sell
700
-750
-52% -$72.6K 0.02% 255
2021
Q4 		$148K Hold
1,450
– – 0.06% 154
2021
Q3 		$136K Buy
1,450
+400
+38% +$38.2K 0.07% 145
2021
Q2 		$100K Buy
+1,050
New +$97.2K 0.08% 122

Selective Wealth Management's WIL Position: Q4 2022 in Review

Selective Wealth Management sold out of iPath Women in Leadership ETN (WIL) in Q4 2022, closing a stake of 700 shares — an estimated $55K sold.

Selective Wealth Management first reported a position in WIL in Q2 2021 and held it in 6 quarters. The position peaked at $148K in Q4 2021. 0 funds tracked by Wall St. Rank hold WIL as of Q4 2022.

  • Selective Wealth Management reported no remaining iPath Women in Leadership ETN position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 700 iPath Women in Leadership ETN shares in Q4 2022, an estimated $55K.
  • Selective Wealth Management first reported a position in iPath Women in Leadership ETN in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's iPath Women in Leadership ETN position peaked at $148K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held iPath Women in Leadership ETN as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.