Selective Wealth Management, Inc. Select Sector Spdr Fund Health Transaction History

Selective Wealth Management, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	BUY	$126.74 - $135.66 $4,309 - $4,612	34 Added 2.19%	1,589 $210,000
Q4 2022 Jan 23, 2023	BUY	$121.85 - $140.1 $19,617 - $22,556	161 Added 11.55%	1,555 $0
Q3 2022 Oct 21, 2022	BUY	$121.11 - $134.29 $38,028 - $42,167	314 Added 29.07%	1,394 $169,000
Q2 2022 Jul 28, 2022	BUY	$119.89 - $142.83 $111,377 - $132,689	929 Added 615.23%	1,080 $138,000
Q2 2021 Aug 04, 2021	BUY	$116.39 - $126.03 $11,639 - $12,603	100 Added 196.08%	151 $0
Q1 2021 Apr 09, 2021	SELL	$110.8 - $118.5 $5,761 - $6,162	-52 Reduced 50.49%	51 $6,000
Q4 2020 Jan 22, 2021	BUY	$101.66 - $113.44 $10,470 - $11,684	103 New	103 $12,000

1,872

194M

8.49M

10.4M

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.