Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AMED
Amedisys Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
12
$105.12 - $173.85 $1.26K - $2.09K
TWOU
2 U, Inc.

Consumer Defensive
Q2 2022 Filed on Jul 28, 2022
39
$7.43 - $13.99 $290 - $546
NWSA
News Corp

Communication Services
Q2 2022 Filed on Jul 28, 2022
255
$15.1 - $22.11 $3.85K - $5.64K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
300
$37.67 - $80.69 $11.3K - $24.2K
ENSG
Ensign Group, Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
14
$71.06 - $94.23 $995 - $1.32K
HCSG
Healthcare Services Group Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
63
$15.86 - $19.91 $999 - $1.25K
GNTX
Gentex Corp

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
42
$26.34 - $31.3 $1.11K - $1.31K
GLOB
Globant S.A.

Technology
Q2 2022 Filed on Jul 28, 2022
19
$167.46 - $262.71 $3.18K - $4.99K
SNBR
Sleep Number Corp

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
200
$30.95 - $52.33 $6.19K - $10.5K
BL
Blackline, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
24
$51.79 - $78.32 $1.24K - $1.88K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 28, 2022
300
$37.06 - $59.23 $11.1K - $17.8K
MRVL
Marvell Technology, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
500
$43.53 - $72.96 $21.8K - $36.5K
Casi Pharmaceuticals Inc
Q2 2022 Filed on Jul 28, 2022
5
N/A
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Jul 28, 2022
4
$181.58 - $368.0 $726 - $1.47K
AKR
Acadia Realty Trust

Real Estate
Q2 2022 Filed on Jul 28, 2022
2,000
$15.6 - $21.76 $31.2K - $43.5K
AMP
Ameriprise Financial Inc

Financial Services
Q2 2022 Filed on Jul 28, 2022
150
$235.1 - $300.84 $35.3K - $45.1K
PRLB
Proto Labs Inc

Industrials
Q2 2022 Filed on Jul 28, 2022
8
$40.26 - $54.7 $322 - $438
TYL
Tyler Technologies Inc

Technology
Q2 2022 Filed on Jul 28, 2022
9
$303.39 - $444.26 $2.73K - $4K
RBA
Ritchie Bros Auctioneers Inc

Industrials
Q2 2022 Filed on Jul 28, 2022
51
$50.99 - $65.06 $2.6K - $3.32K
CHE
Chemed Corp

Healthcare
Q2 2022 Filed on Jul 28, 2022
4
$437.63 - $523.06 $1.75K - $2.09K
FIVE
Five Below, Inc

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
316
$113.43 - $183.96 $35.8K - $58.1K
National Instrs Corp
Q2 2022 Filed on Jul 28, 2022
34
N/A
HEI
Heico Corp

Industrials
Q2 2022 Filed on Jul 28, 2022
24
$127.59 - $157.21 $3.06K - $3.77K
WST
West Pharmaceutical Services Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
11
$280.61 - $420.45 $3.09K - $4.62K
TT
Trane Technologies PLC

Industrials
Q2 2022 Filed on Jul 28, 2022
500
$120.97 - $154.85 $60.5K - $77.4K
IAC
Iac/Inter Active Corp

Communication Services
Q2 2022 Filed on Jul 28, 2022
18
$72.63 - $105.48 $1.31K - $1.9K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
150
$94.02 - $198.2 $14.1K - $29.7K
DHI
Horton D R Inc

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
500
$60.56 - $76.66 $30.3K - $38.3K
ROL
Rollins Inc

Consumer Cyclical
Q2 2022 Filed on Jul 28, 2022
75
$31.78 - $36.61 $2.38K - $2.75K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q2 2022 Filed on Jul 28, 2022
355
$15.61 - $21.29 $5.54K - $7.56K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q2 2022 Filed on Jul 28, 2022
50
$548.35 - $738.84 $27.4K - $36.9K
GWRE
Guidewire Software, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
11
$70.21 - $95.69 $772 - $1.05K
AVLR
Avalara, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
13
$68.03 - $107.35 $884 - $1.4K
JKHY
Henry Jack & Associates Inc

Technology
Q2 2022 Filed on Jul 28, 2022
9
$171.58 - $203.75 $1.54K - $1.83K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 28, 2022
800
$42.09 - $49.16 $33.7K - $39.3K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
Q2 2022 Filed on Jul 28, 2022
800
$67.84 - $83.62 $54.3K - $66.9K
FCTR
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Jul 28, 2022
1,100
$26.48 - $33.07 $29.1K - $36.4K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
500
$49.59 - $64.4 $24.8K - $32.2K
Evofem Biosciences Inc
Q2 2022 Filed on Jul 28, 2022
16
N/A
VXX
Barclays Bank PLC

ETFs
Q2 2022 Filed on Jul 28, 2022
2
$21.67 - $28.01 $43.3 - $56
DVLU
First Tr ETF Vi Dorsey Wright

ETFs
Q2 2022 Filed on Jul 28, 2022
1,000
$21.39 - $26.45 $21.4K - $26.5K
ESTC
Elastic N.V.

Technology
Q2 2022 Filed on Jul 28, 2022
200
$53.01 - $96.03 $10.6K - $19.2K
Mfa Finl Inc
Q2 2022 Filed on Jul 28, 2022
20,450
N/A
BMO
Bank Of Montreal

Financial Services
Q2 2022 Filed on Jul 28, 2022
400
$93.85 - $118.29 $37.5K - $47.3K
CAPR
Capricor Therapeutics, Inc.

Healthcare
Q2 2022 Filed on Jul 28, 2022
213,494
$2.89 - $4.51 $617K - $963K
Direxion Shs ETF Tr
Q2 2022 Filed on Jul 28, 2022
6,269
N/A
EQH
Equitable Holdings, Inc.

Financial Services
Q2 2022 Filed on Jul 28, 2022
1,500
$25.56 - $32.3 $38.3K - $48.4K
CWK
Cushman & Wakefield PLC

Real Estate
Q2 2022 Filed on Jul 28, 2022
2,000
$14.05 - $20.59 $28.1K - $41.2K
PLTR
Palantir Technologies Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
23
$6.71 - $14.63 $154 - $336
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