Selective Wealth Management, Inc. Ishares Inc Transaction History

Selective Wealth Management, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	BUY	$44.37 - $50.42 $8,164 - $9,277	184 Added 1672.73%	195 $8,000
Q2 2022 Jul 28, 2022	BUY	$48.46 - $57.45 $48 - $57	1 Added 10.0%	11 $1,000
Q1 2022 Apr 20, 2022	BUY	$51.27 - $62.07 $205 - $248	4 Added 66.67%	10 $1,000
Q4 2021 Jan 18, 2022	BUY	$57.97 - $64.38 $347 - $386	6 New	6 $0
Q1 2021 Apr 09, 2021	SELL	$62.41 - $69.46 $14,603 - $16,253	-234 Closed	0 $0
Q4 2020 Jan 22, 2021	BUY	$52.65 - $62.1 $12,320 - $14,531	234 New	234 $15,000
Q3 2020 Oct 21, 2020	SELL	$48.22 - $54.44 $2,073 - $2,340	-43 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$38.83 - $49.26 $893 - $1,132	23 Added 115.0%	43 $2,000
Q3 2019 Oct 29, 2019	BUY	$46.63 - $52.12 $932 - $1,042	20 New	20 $1,000

1,870

1.24B

137K

19.1K

Get notified when there are updates to the investment portfolio of Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Selective Wealth Management, Inc. with notifications on news.