Selective Wealth Management, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Selective Wealth Management, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$71.44 - $74.33 $49,936 - $51,956	-699 Reduced 10.32%	6,074 $451,000
Q4 2022 Jan 23, 2023	SELL	$65.75 - $75.5 $9,862 - $11,325	-150 Reduced 2.17%	6,773 $0
Q3 2022 Oct 21, 2022	SELL	$66.1 - $76.63 $41,312 - $47,893	-625 Reduced 8.28%	6,923 $458,000
Q2 2022 Jul 28, 2022	BUY	$66.73 - $79.1 $139,065 - $164,844	2,084 Added 38.14%	7,548 $530,000
Q1 2022 Apr 20, 2022	BUY	$71.88 - $80.4 $99,697 - $111,514	1,387 Added 34.02%	5,464 $424,000
Q4 2021 Jan 18, 2022	BUY	$73.28 - $81.04 $99,367 - $109,890	1,356 Added 49.83%	4,077 $330,000
Q3 2021 Oct 27, 2021	BUY	$73.5 - $78.28 $148,029 - $157,655	2,014 Added 284.87%	2,721 $200,000
Q3 2020 Oct 21, 2020	SELL	$60.74 - $66.36 $6,316 - $6,901	-104 Reduced 12.82%	707 $45,000
Q2 2020 Jul 15, 2020	BUY	$51.94 - $64.01 $42,123 - $51,912	811 New	811 $49,000
Q1 2020 Apr 16, 2020	SELL	$46.61 - $69.67 $39,665 - $59,289	-851 Closed	0 $0
Q4 2019 Jan 10, 2020	BUY	$62.68 - $65.67 $53,340 - $55,885	851 New	851 $56,000

1,282

200M

10.6K

27K

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