Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

$308 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
AAL American Airlines Group Inc. Industrials	Q3 2021 Filed on Oct 27, 2021	700	$18.5 - $22.08 $13K - $15.5K
CHPT Charge Point Holdings, Inc. Consumer Cyclical	Q3 2021 Filed on Oct 27, 2021	500	$19.91 - $32.98 $9.96K - $16.5K
DD Du Pont De Nemours, Inc. Basic Materials	Q3 2021 Filed on Oct 27, 2021	185	$67.35 - $79.55 $12.5K - $14.7K
CC Chemours CO Basic Materials	Q3 2021 Filed on Oct 27, 2021	86	$27.01 - $35.54 $2.32K - $3.06K
EXAS Exact Sciences Corp Healthcare	Q3 2021 Filed on Oct 27, 2021	25	$90.24 - $124.05 $2.26K - $3.1K
WPC W. P. Carey Inc. Real Estate	Q3 2021 Filed on Oct 27, 2021	436	$73.04 - $80.69 $31.8K - $35.2K
CDK Cdk Global, Inc. Technology	Q3 2021 Filed on Oct 27, 2021	100	$40.14 - $50.09 $4.01K - $5.01K
MKC Mccormick & CO Inc Consumer Defensive	Q3 2021 Filed on Oct 27, 2021	600	$81.03 - $88.61 $48.6K - $53.2K
STAG Stag Industrial, Inc. Real Estate	Q3 2021 Filed on Oct 27, 2021	106	$37.37 - $43.27 $3.96K - $4.59K
Gabelli Equity Tr Inc	Q3 2021 Filed on Oct 27, 2021	3,370	N/A
Slack Technologies Inc	Q3 2021 Filed on Oct 27, 2021	350	N/A
NI Nisource Inc. Utilities	Q3 2021 Filed on Oct 27, 2021	462	$23.84 - $25.75 $11K - $11.9K
RWX Spdr Dow Jones International R ETFs	Q3 2021 Filed on Oct 27, 2021	100	$35.5 - $38.45 $3.55K - $3.85K
RY Royal Bank Of Canada Financial Services	Q3 2021 Filed on Oct 27, 2021	550	$97.84 - $105.68 $53.8K - $58.1K
AWF Alliancebernstein Global High Income Fund Inc Financial Services	Q3 2021 Filed on Oct 27, 2021	539	$12.02 - $12.5 $6.48K - $6.74K
General Electric CO	Q3 2021 Filed on Oct 27, 2021	34,597	N/A
TY Tri Continental Corp Financial Services	Q3 2021 Filed on Oct 27, 2021	275	$33.3 - $35.12 $9.16K - $9.66K
UGI Ugi Corp Utilities	Q3 2021 Filed on Oct 27, 2021	111	$42.18 - $48.09 $4.68K - $5.34K
IMH Impac Mortgage Holdings Inc Financial Services	Q1 2021 Filed on Apr 09, 2021	4	$1.99 - $3.78 $7.96 - $15.1
NTLA Intellia Therapeutics, Inc. Healthcare	Q1 2021 Filed on Apr 09, 2021	100	$46.59 - $83.68 $4.66K - $8.37K
IXP Ishares Global Comm Services E ETFs	Q1 2021 Filed on Apr 09, 2021	53	$73.39 - $82.42 $3.89K - $4.37K
VDE Vanguard Energy ETF ETFs	Q1 2021 Filed on Apr 09, 2021	300	$52.13 - $74.47 $15.6K - $22.3K
TD Toronto Dominion Bank Financial Services	Q1 2021 Filed on Apr 09, 2021	4	$56.26 - $66.31 $225 - $265
Seagate Technology PLC	Q1 2021 Filed on Apr 09, 2021	30	N/A
RCI Rogers Communications Inc Communication Services	Q1 2021 Filed on Apr 09, 2021	101	$43.25 - $52.25 $4.37K - $5.28K
CTSH Cognizant Technology Solutions Corp Technology	Q1 2021 Filed on Apr 09, 2021	75,300	$72.4 - $81.95 $5.45M - $6.17M
VOE Vanguard Mid Cap Value Index F ETFs	Q1 2021 Filed on Apr 09, 2021	200	$116.81 - $138.13 $23.4K - $27.6K
CQP Cheniere Energy Partners, L.P. Energy	Q1 2021 Filed on Apr 09, 2021	39	$34.73 - $44.13 $1.35K - $1.72K
Ag Mtg Invt Tr Inc	Q1 2021 Filed on Apr 09, 2021	235	N/A
Fs Kkr Cap Corp Ii	Q1 2021 Filed on Apr 09, 2021	765	N/A
XHR Xenia Hotels & Resorts, Inc. Real Estate	Q1 2021 Filed on Apr 09, 2021	728	$14.47 - $21.19 $10.5K - $15.4K
IJK Ishares S&P Midcap 400 Growth ETFs	Q1 2021 Filed on Apr 09, 2021	84	$71.22 - $80.18 $5.98K - $6.74K
XPH Spdr Ser Tr Spdr S&P Pharmaceu ETFs	Q1 2021 Filed on Apr 09, 2021	203	$49.44 - $56.01 $10K - $11.4K
BUD Anheuser Busch In Bev Sa Consumer Defensive	Q1 2021 Filed on Apr 09, 2021	299	$57.73 - $71.83 $17.3K - $21.5K
BTI British American Tobacco P.L.C. Consumer Defensive	Q1 2021 Filed on Apr 09, 2021	40	$35.06 - $39.81 $1.4K - $1.59K
0HVP.L Lumen Technologies, Inc. Telecommunication	Q1 2021 Filed on Apr 09, 2021	209	N/A
MTW Manitowoc CO Inc Industrials	Q1 2021 Filed on Apr 09, 2021	29	$12.79 - $23.42 $371 - $679
VOT Vanguard Mid Cap Growth Index ETFs	Q1 2021 Filed on Apr 09, 2021	484	$204.75 - $230.34 $99.1K - $111K
WBT Welbilt, Inc. Industrials	Q1 2021 Filed on Apr 09, 2021	116	$12.57 - $16.91 $1.46K - $1.96K
RCEL Avita Medical, Inc. Healthcare	Q1 2021 Filed on Apr 09, 2021	160	$18.38 - $28.41 $2.94K - $4.55K
Nuveen Enhanced Mun Value Fd	Q4 2020 Filed on Jan 22, 2021	775	N/A
ATUS Altice Usa, Inc. Communication Services	Q4 2020 Filed on Jan 22, 2021	200	$26.05 - $37.9 $5.21K - $7.58K
MKL Markel Corp Financial Services	Q4 2020 Filed on Jan 22, 2021	25	$932.8 - $1068.74 $23.3K - $26.7K
Proshares Tr	Q4 2020 Filed on Jan 22, 2021	500	N/A
Dunkin Brands Group Inc	Q4 2020 Filed on Jan 22, 2021	339	N/A
Pdl Biopharma Inc	Q4 2020 Filed on Jan 22, 2021	140	N/A
Aspen Technology Inc	Q3 2020 Filed on Oct 21, 2020	38	N/A
Marvell Technology Group LTD	Q3 2020 Filed on Oct 21, 2020	571	N/A
EQNR Equinor Asa Energy	Q3 2020 Filed on Oct 21, 2020	494	$13.95 - $16.65 $6.89K - $8.23K
INCY Incyte Corp Healthcare	Q3 2020 Filed on Oct 21, 2020	29	$85.07 - $109.69 $2.47K - $3.18K

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