Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NVS
Novartis Ag

Healthcare
Q2 2022 Filed on Jul 28, 2022
51
$80.52 - $93.75 $4.11K - $4.78K
ALC
Alcon Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
5
$64.25 - $81.25 $321 - $406
ON
On Semiconductor Corp

Technology
Q2 2022 Filed on Jul 28, 2022
2,500
$50.31 - $66.01 $126K - $165K
Anaplan Inc
Q2 2022 Filed on Jul 28, 2022
197,146
N/A
Us Ecology Inc
Q2 2022 Filed on Jul 28, 2022
300
N/A
KHC
Kraft Heinz CO

Consumer Defensive
Q2 2022 Filed on Jul 28, 2022
100
$35.58 - $44.29 $3.56K - $4.43K
YY
Joyy Inc.

Communication Services
Q2 2022 Filed on Jul 28, 2022
200
$29.48 - $42.39 $5.9K - $8.48K
TTD
Trade Desk, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
300
$41.89 - $75.22 $12.6K - $22.6K
VMEO
Vimeo, Inc.

Technology
Q2 2022 Filed on Jul 28, 2022
19
$6.02 - $12.79 $114 - $243
IDXX
Idexx Laboratories Inc

Healthcare
Q2 2022 Filed on Jul 28, 2022
5
$327.37 - $553.44 $1.64K - $2.77K
CSGP
Costar Group, Inc.

Real Estate
Q2 2022 Filed on Jul 28, 2022
50
$54.19 - $67.64 $2.71K - $3.38K
BOUT
Innovator Etfs Tr Ibd Breakout

ETFs
Q2 2022 Filed on Jul 28, 2022
100
$29.64 - $38.01 $2.96K - $3.8K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
200
$20.77 - $27.96 $4.15K - $5.59K
BBH
Vaneck ETF Tr Biotech ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
450
$148.02 - $186.49 $66.6K - $83.9K
OCC
Optical Cable Corp

Technology
Q1 2022 Filed on Apr 20, 2022
1,500
$3.98 - $5.61 $5.97K - $8.42K
QABA
First Trust Nasdaq Aba Communi

ETFs
Q1 2022 Filed on Apr 20, 2022
500
$56.17 - $63.57 $28.1K - $31.8K
GOAU
ETF Ser Solutions Us Global Go
Q1 2022 Filed on Apr 20, 2022
2,575
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 20, 2022
383
$44.64 - $55.71 $17.1K - $21.3K
Ihs Markit LTD
Q1 2022 Filed on Apr 20, 2022
27
N/A
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on Apr 20, 2022
63
$97.11 - $118.28 $6.12K - $7.45K
RNG
Ring Central, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
240
$99.65 - $192.41 $23.9K - $46.2K
BRC
Brady Corp

Industrials
Q1 2022 Filed on Apr 20, 2022
1,000
$41.88 - $54.37 $41.9K - $54.4K
MSCI
Msci Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
150
$456.63 - $595.58 $68.5K - $89.3K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on Apr 20, 2022
500
$88.34 - $100.29 $44.2K - $50.1K
PJT
Pjt Partners Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
5
$55.07 - $76.53 $275 - $383
PBE
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
2,500
$56.78 - $71.43 $142K - $179K
ELV
Elevance Health, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
198
$428.44 - $502.48 $84.8K - $99.5K
VSDA
Victory Portfolios Ii Victorys

ETFs
Q1 2022 Filed on Apr 20, 2022
1,000
$43.29 - $47.66 $43.3K - $47.7K
TTEC
Ttec Holdings, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
1,200
$72.53 - $92.05 $87K - $110K
Cyrusone Inc
Q1 2022 Filed on Apr 20, 2022
2,350
N/A
SGU
Star Group, L.P.

Energy
Q1 2022 Filed on Apr 20, 2022
700
$9.75 - $11.13 $6.83K - $7.79K
Donnelley R R & Sons CO
Q1 2022 Filed on Apr 20, 2022
433
N/A
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
Q1 2022 Filed on Apr 20, 2022
370
$75.5 - $90.52 $27.9K - $33.5K
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
150
$133.4 - $156.87 $20K - $23.5K
BLFS
Biolife Solutions Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
286
$20.81 - $37.29 $5.95K - $10.7K
AIG
American International Group, Inc.

Financial Services
Q1 2022 Filed on Apr 20, 2022
100
$54.67 - $64.48 $5.47K - $6.45K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2022 Filed on Apr 20, 2022
37
$29.62 - $30.41 $1.1K - $1.13K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q1 2022 Filed on Apr 20, 2022
1,850
$22.0 - $29.42 $40.7K - $54.4K
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
23
$99.21 - $115.26 $2.28K - $2.65K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q1 2022 Filed on Apr 20, 2022
126
$49.18 - $52.9 $6.2K - $6.67K
BEPC
Brookfield Renewable Corp

Utilities
Q1 2022 Filed on Apr 20, 2022
1,213
$31.93 - $43.8 $38.7K - $53.1K
AA
Alcoa Corp

Basic Materials
Q1 2022 Filed on Apr 20, 2022
1,000
$56.21 - $95.06 $56.2K - $95.1K
OUNZ
Van Eck Merk Gold Trust

ETFs
Q1 2022 Filed on Apr 20, 2022
65
$17.38 - $19.94 $1.13K - $1.3K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2022 Filed on Apr 20, 2022
420
$39.54 - $42.64 $16.6K - $17.9K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
300
$45.5 - $70.45 $13.7K - $21.1K
QDEF
Flexshares Quality Div Defensi

ETFs
Q1 2022 Filed on Apr 20, 2022
239
$53.21 - $59.22 $12.7K - $14.2K
CDMO
Avid Bioservices, Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
25
$16.63 - $27.73 $416 - $693
ILCG
Ishares Morningstar Growth ETF
Q1 2022 Filed on Apr 20, 2022
255
N/A
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
500
$61.02 - $70.17 $30.5K - $35.1K
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