Selective Wealth Management, Inc. Ishares S&P 500 Growth ETF Transaction History

Selective Wealth Management, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$68.05 - $72.66 $14,018 - $14,967	206 Added 6.73%	3,265 $223,000
Q2 2023 Jul 11, 2023	BUY	$63.21 - $70.48 $193,359 - $215,598	3,059 New	3,059 $215,000
Q2 2022 Jul 28, 2022	SELL	$58.13 - $77.8 $3,720 - $4,979	-64 Reduced 2.0%	3,140 $189,000
Q3 2021 Oct 27, 2021	BUY	$72.99 - $79.0 $233,859 - $253,116	3,204 New	3,204 $237,000

1,824

417M

355K

454K

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