Selective Wealth Management, Inc. TDSB Holdings History
Selective Wealth Management, Inc.'s Cabana Target Drawdown 7 ETF IOPV Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held - shares of Cabana Target Drawdown 7 ETF IOPV(TDSB), totaling N/A. This investment constitutes 0% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Cabana Target Drawdown 7 ETF IOPV(TDSB) stock.
The initial trade took place in 2021Q3. And since then Selective Wealth Management, Inc. has made 2 purchases of TDSB, at an average price of $25.94, for a total of 266,483.00 shares. In addition, there have been 12 sales at an average price of $21.78 for 266,483.00 shares. Based on historical transaction data and TDSB's current price of $22.25, Selective Wealth Management, Inc.'s estimated gain on his TDSB holdings is $-1.11 Mil, reflecting a -16.05% gain to date.
Selective Wealth Management, Inc. TDSB ($22.25) Holding Chart
Selective Wealth Management, Inc. TDSB ($22.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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