Selective Wealth Management, Inc. Spdr Portfolio Aggregate Bond Transaction History

Selective Wealth Management, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$24.75 - $27.0 $1,881 - $2,052	-76 Reduced 6.96%	1,016 $25,000
Q2 2022 Jul 28, 2022	SELL	$25.67 - $27.71 $4,184 - $4,516	-163 Reduced 12.99%	1,092 $29,000
Q1 2022 Apr 20, 2022	BUY	$27.54 - $29.46 $743 - $795	27 Added 2.2%	1,255 $35,000
Q4 2021 Jan 18, 2022	BUY	$29.5 - $29.98 $17,139 - $17,418	581 Added 89.8%	1,228 $36,000
Q3 2021 Oct 27, 2021	BUY	$29.83 - $30.33 $19,300 - $19,623	647 New	647 $19,000

482

240M

300

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