Selective Wealth Management, Inc. Schwab Strategic Tr Intl Eqty Transaction History

Selective Wealth Management, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$33.82 - $36.71 $30,810 - $33,442	-911 Reduced 12.75%	6,233 $211,000
Q2 2023 Jul 11, 2023	BUY	$34.48 - $36.54 $246,325 - $261,041	7,144 New	7,144 $254,000
Q3 2022 Oct 21, 2022	SELL	$28.01 - $33.61 $196 - $235	-7 Reduced 16.28%	36 $1,000
Q2 2022 Jul 28, 2022	BUY	$31.13 - $37.19 $31 - $37	1 Added 2.38%	43 $1,000
Q1 2022 Apr 20, 2022	BUY	$33.67 - $39.47 $202 - $236	6 Added 16.67%	42 $2,000
Q4 2021 Jan 18, 2022	BUY	$37.77 - $40.6 $37 - $40	1 Added 2.86%	36 $1,000
Q2 2021 Aug 04, 2021	SELL	$38.15 - $40.84 $3,242 - $3,471	-85 Reduced 70.83%	35 $0
Q4 2020 Jan 22, 2021	BUY	$30.32 - $36.26 $60 - $72	2 Added 1.69%	120 $4,000
Q3 2020 Oct 21, 2020	SELL	$29.85 - $32.42 $12,357 - $13,421	-414 Reduced 77.82%	118 $4,000
Q2 2020 Jul 15, 2020	BUY	$24.62 - $31.42 $123 - $157	5 Added 0.95%	532 $16,000
Q4 2019 Jan 10, 2020	BUY	$30.95 - $33.72 $340 - $370	11 Added 2.13%	527 $18,000
Q3 2019 Oct 29, 2019	BUY	$31.56 - $32.18 $16,284 - $16,604	516 New	516 $16,000
Q1 2019 Apr 04, 2019	SELL	N/A	-671 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	N/A	671 New	671 $22,000

1,268

773M

80.7K

8.3K

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.