Selective Wealth Management, Inc. Spdr Bloomberg Convertible Sec Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 20, 2022	SELL	$71.53 - $82.66 $13,590 - $15,705	-190 Reduced 9.55%	1,800 $139,000
Q3 2021 Oct 27, 2021	BUY	$83.71 - $88.67 $75,339 - $79,803	900 Added 82.57%	1,990 $170,000
Q2 2021 Aug 04, 2021	BUY	$79.92 - $87.25 $87,112 - $95,102	1,090 New	1,090 $0
Q1 2021 Apr 09, 2021	SELL	$81.26 - $92.2 $65,008 - $73,760	-800 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$45.25 - $60.5 $36,200 - $48,400	800 New	800 $48,000

486

29.8M

4.9K

11K

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