Selective Wealth Management, Inc. Ishares Core Dividend Growth E Transaction History

Selective Wealth Management, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	BUY	$44.47 - $52.73 $17,788 - $21,092	400 Added 11.66%	3,830 $170,000
Q2 2022 Jul 28, 2022	SELL	$45.84 - $53.69 $7,655 - $8,966	-167 Reduced 4.64%	3,430 $163,000
Q1 2022 Apr 20, 2022	SELL	$50.66 - $56.06 $43,719 - $48,379	-863 Reduced 19.35%	3,597 $192,000
Q4 2021 Jan 18, 2022	BUY	$50.43 - $55.68 $104,490 - $115,368	2,072 Added 86.77%	4,460 $248,000
Q3 2021 Oct 27, 2021	BUY	$50.23 - $53.1 $110,807 - $117,138	2,206 Added 1212.09%	2,388 $120,000
Q4 2020 Jan 22, 2021	BUY	$38.76 - $44.82 $38 - $44	1 Added 0.55%	182 $8,000
Q3 2020 Oct 21, 2020	BUY	$37.36 - $41.95 $37 - $41	1 Added 0.56%	181 $7,000
Q2 2020 Jul 15, 2020	BUY	$31.16 - $40.84 $93 - $122	3 Added 1.69%	180 $7,000
Q1 2020 Apr 16, 2020	SELL	$27.99 - $43.13 $10,356 - $15,958	-370 Reduced 67.64%	177 $6,000
Q4 2019 Jan 10, 2020	BUY	$37.88 - $42.2 $227 - $253	6 Added 1.11%	547 $23,000
Q3 2019 Oct 29, 2019	BUY	$38.89 - $39.54 $21,039 - $21,391	541 New	541 $21,000

1,113

268M

1.53M

12.1K

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