Selective Wealth Management, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Selective Wealth Management, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$80.6 - $81.52 $737,651 - $746,071	-9,152 Reduced 66.56%	4,598 $0
Q3 2022 Oct 21, 2022	SELL	$81.04 - $83.06 $139,388 - $142,863	-1,720 Reduced 11.12%	13,750 $1.12 Million
Q2 2022 Jul 28, 2022	BUY	$81.97 - $83.48 $397,390 - $404,711	4,848 Added 45.64%	15,470 $1.28 Million
Q1 2022 Apr 20, 2022	BUY	$83.25 - $85.49 $884,281 - $908,074	10,622 New	10,622 $885,000

1,207

233M

466K

196K

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.