Selective Wealth Management, Inc. Ishares Gold Trust Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$30.82 - $34.3 $15,286 - $17,012	-496 Reduced 11.82%	3,699 $117,000
Q2 2022 Jul 28, 2022	BUY	$34.31 - $37.62 $54,415 - $59,665	1,586 Added 60.79%	4,195 $144,000
Q1 2022 Apr 20, 2022	SELL	$34.0 - $38.98 $33,048 - $37,888	-972 Reduced 27.14%	2,609 $96,000
Q4 2021 Jan 18, 2022	BUY	$33.36 - $35.53 $57,445 - $61,182	1,722 Added 92.63%	3,581 $125,000
Q3 2021 Oct 27, 2021	BUY	$32.85 - $34.83 $61,068 - $64,748	1,859 New	1,859 $62,000

1,318

357M

5.12M

22.4M

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