Selective Wealth Management, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Selective Wealth Management, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$44.11 - $53.04 $6,660 - $8,009	-151 Reduced 14.63%	881 $39,000
Q2 2022 Jul 28, 2022	SELL	$45.19 - $56.15 $11,207 - $13,925	-248 Reduced 19.38%	1,032 $48,000
Q4 2021 Jan 18, 2022	BUY	$52.99 - $58.74 $40,166 - $44,524	758 Added 145.21%	1,280 $75,000
Q3 2021 Oct 27, 2021	BUY	$52.32 - $55.93 $27,311 - $29,195	522 New	522 $28,000

630

85M

949K

700

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