SWM
Selective Wealth Management’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-150
| Closed | -$2K | – | 750 |
|
|
2022
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 695 |
|
|
2022
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 705 |
|
|
2022
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 646 |
|
|
2021
Q4 | $3K | Hold |
150
| – | – | ﹤0.01% | 594 |
|
|
2021
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 530 |
|
|
2021
Q2 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 429 |
|