SWM
WIL
Selective Wealth Management’s iPath Women in Leadership ETN WIL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$72.9K | 0.02% | 255 |
|
|
2021
Q4 | $148K | Hold |
1,450
| – | – | 0.06% | 154 |
|
|
2021
Q3 | $136K | Buy |
1,450
+400
| +38% | +$37.5K | 0.07% | 145 |
|
|
2021
Q2 | $100K | Buy |
+1,050
| New | +$100K | 0.08% | 122 |
|