SELECTIVE WEALTH MANAGEMENT, INC. – Transaction History
SELECTIVE WEALTH MANAGEMENT, INC. portfolio value:
549,000
portfolio value
SELECTIVE WEALTH MANAGEMENT, INC. quarter portfolio value change:
-1.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -41.10% | -18.19K shares | -394K | 26.06K | |
| Q2 2022 | share | Decrease | -17.26% | -9.23K shares | -326K | 44.25K | |
| Q1 2022 | share | Decrease | -7.63% | -4.42K shares | -299K | 53.48K | |
| Q4 2021 | share | Increase | +52.40% | 19.91K shares | 633K | 57.91K | |
| Q3 2021 | share | Increase | 0.00% | 37.99K shares | 935K | 37.99K |