Selective Wealth Management, Inc. Ishares Tr Tips Bd ETF Transaction History

Selective Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	BUY	$104.91 - $110.18 $8,917 - $9,365	85 Added 4.02%	2,197 $0
Q3 2022 Oct 21, 2022	SELL	$104.9 - $118.23 $10,594 - $11,941	-101 Reduced 4.56%	2,112 $222,000
Q2 2022 Jul 28, 2022	BUY	$113.44 - $123.09 $18,717 - $20,309	165 Added 8.06%	2,213 $252,000
Q1 2022 Apr 20, 2022	SELL	$122.95 - $129.16 $90,122 - $94,674	-733 Reduced 26.36%	2,048 $255,000
Q4 2021 Jan 18, 2022	BUY	$127.7 - $130.86 $87,985 - $90,162	689 Added 32.93%	2,781 $359,000
Q3 2021 Oct 27, 2021	BUY	$127.3 - $130.61 $204,189 - $209,498	1,604 Added 328.69%	2,092 $267,000
Q2 2021 Aug 04, 2021	BUY	$125.2 - $128.01 $61,097 - $62,468	488 New	488 $62,000

1,132

114M

312K

185K

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