Selective Wealth Management, Inc. Ishares Msci Usa Momentum Fact Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$131.18 - $147.67 $36,992 - $41,642	-282 Reduced 15.7%	1,514 $199,000
Q2 2022 Jul 28, 2022	SELL	$130.25 - $170.4 $12,894 - $16,869	-99 Reduced 5.22%	1,796 $245,000
Q1 2022 Apr 20, 2022	SELL	$150.07 - $182.21 $51,023 - $61,951	-340 Reduced 15.21%	1,895 $319,000
Q4 2021 Jan 18, 2022	BUY	$173.56 - $193.75 $146,658 - $163,718	845 Added 60.79%	2,235 $406,000
Q3 2021 Oct 27, 2021	BUY	$167.02 - $183.38 $232,157 - $254,898	1,390 New	1,390 $244,000

756

51.6M

132K

886K

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