Swm Advisors Closed Holding Positions

Swm Advisors

  • $106 Million
  • Q3 2022
Stock Closed Quarter Shares Sold Price Range Trade History
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Jul 08, 2022
457
$30.35 - $72.73 $13.9K - $33.2K
IDV
Ishares Tr

ETFs
Q2 2022 Filed on Jul 08, 2022
6,370
$26.84 - $32.0 $171K - $204K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Jul 08, 2022
2,004
$99.2 - $114.57 $199K - $230K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Jul 08, 2022
1,647
$93.29 - $138.58 $154K - $228K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2022 Filed on Apr 12, 2022
17,768
$71.88 - $80.4 $1.28M - $1.43M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q1 2022 Filed on Apr 12, 2022
4,687
$50.6 - $52.11 $237K - $244K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q1 2022 Filed on Apr 12, 2022
10,437
$29.55 - $32.12 $308K - $335K
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