Selective Wealth Management, Inc. I Shares Silver Trust Transaction History

Selective Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$16.38 - $19.17 $8,189 - $9,585	-500 Reduced 12.19%	3,602 $63,000
Q3 2021 Oct 27, 2021	SELL	$19.95 - $24.55 $10,673 - $13,134	-535 Reduced 11.54%	4,102 $84,000
Q1 2021 Apr 09, 2021	BUY	$22.26 - $26.76 $71,833 - $86,354	3,227 Added 228.87%	4,637 $105,000
Q4 2019 Jan 10, 2020	SELL	$15.48 - $16.92 $2,941 - $3,214	-190 Reduced 11.88%	1,410 $24,000
Q3 2019 Oct 29, 2019	BUY	$14.05 - $18.34 $22,480 - $29,344	1,600 New	1,600 $25,000

Q1 2019 Apr 04, 2019	SELL	$14.07 - $15.07 $57,335 - $61,410	-4,075 Closed	0 $0
Q3 2018 Oct 12, 2018	BUY	$13.23 - $15.17 $53,912 - $61,817	4,075 New	4,075 $56,000

910

126M

79.3M

47.3M

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.