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MCCARTER PRIVATE WEALTH SERVICES LLC → SWZ
MCCARTER PRIVATE WEALTH SERVICES LLC SWZ Position History
Total Return Securities, Inc. • Financial Services
Quarters held
4
Latest value
$82K
Q3 2026
Peak value
$90K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $90K |
| Q1 2026 | $86K |
| Q2 2026 | $86K |
| Q3 2026 | $82K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $82K | 14.5K | — | — |
| Q2 2026 | $86K | 14.5K | — | — |
| Q1 2026 | $86K | 14.5K | — | — |
| Q4 2025 | $90K | 14.5K | — | — |