Selective Wealth Management, Inc. Ishares Iboxx $ Investment Gra Transaction History

Selective Wealth Management, Inc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 23, 2023	SELL	$99.2 - $110.03 $441,539 - $489,743	-4,451 Reduced 58.2%	3,197 $0
Q3 2022 Oct 21, 2022	SELL	$101.44 - $114.61 $60,661 - $68,536	-598 Reduced 7.25%	7,648 $784,000
Q2 2022 Jul 28, 2022	BUY	$107.41 - $121.51 $210,093 - $237,673	1,956 Added 31.1%	8,246 $907,000
Q1 2022 Apr 20, 2022	BUY	$118.44 - $131.22 $692,163 - $766,849	5,844 Added 1310.31%	6,290 $761,000
Q4 2021 Jan 18, 2022	BUY	$130.98 - $134.88 $22,266 - $22,929	170 Added 61.59%	446 $59,000
Q3 2021 Oct 27, 2021	BUY	$133.03 - $136.33 $31,794 - $32,582	239 Added 645.95%	276 $37,000
Q2 2021 Aug 04, 2021	BUY	$129.85 - $134.36 $4,804 - $4,971	37 New	37 $4,000
Q3 2020 Oct 21, 2020	SELL	$134.22 - $139.15 $36,373 - $37,709	-271 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$121.1 - $134.5 $14,289 - $15,871	118 Added 77.12%	271 $37,000
Q3 2019 Oct 29, 2019	BUY	$122.95 - $129.1 $18,811 - $19,752	153 New	153 $20,000

1,189

246M

39.2M

38.5M

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.