Selective Wealth Management, Inc. Ishares Core Total Usd Bond Ma Transaction History

Selective Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$45.12 - $46.45 $90,691 - $93,364	-2,010 Reduced 29.56%	4,790 $217,000
Q4 2022 Jan 23, 2023	SELL	$43.31 - $46.11 $36,033 - $38,363	-832 Reduced 10.9%	6,800 $0
Q3 2022 Oct 21, 2022	SELL	$44.1 - $48.01 $107,118 - $116,616	-2,429 Reduced 24.14%	7,632 $340,000
Q2 2022 Jul 28, 2022	SELL	$45.73 - $49.5 $46,095 - $49,896	-1,008 Reduced 9.11%	10,061 $471,000
Q1 2022 Apr 20, 2022	SELL	$49.13 - $52.58 $159,132 - $170,306	-3,239 Reduced 22.64%	11,069 $549,000
Q4 2021 Jan 18, 2022	BUY	$52.59 - $53.43 $360,925 - $366,690	6,863 Added 92.18%	14,308 $757,000
Q3 2021 Oct 27, 2021	BUY	$53.21 - $53.97 $396,148 - $401,806	7,445 New	7,445 $396,000

705

699M

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.