Selective Wealth Management, Inc. Ishares S&P Smallcap 600 Value Transaction History

Selective Wealth Management, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	BUY	$82.45 - $101.32 $13,027 - $16,008	158 Added 81.44%	352 $29,000
Q4 2020 Jan 22, 2021	BUY	$62.11 - $81.5 $4,409 - $5,786	71 Added 57.72%	194 $16,000
Q3 2020 Oct 21, 2020	SELL	$57.0 - $67.07 $1,596 - $1,877	-28 Reduced 18.54%	123 $15,000
Q2 2020 Jul 15, 2020	BUY	$45.29 - $69.3 $6,838 - $10,464	151 New	151 $18,000

803

39.4M

15.5K

5.6K

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.