SWM
Selective Wealth Management’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-127,900
| Closed | -$5.88M | – | 349 |
|
|
2019
Q4 | $5.88M | Hold |
127,900
| – | – | 7.11% | 4 |
|
|
2019
Q3 | $3.81M | Buy |
+127,900
| New | +$3.81M | 5.25% | 9 |
|
|
2019
Q2 | – | Sell |
-12,926
| Closed | -$4.44M | – | 44 |
|
|
2019
Q1 | $4.44M | Buy |
+12,926
| New | +$4.44M | 5.37% | 8 |
|