Apriem Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-2,283
| Closed | -$21K | – | 347 |
|
|
2018
Q2 | $21K | Buy |
+2,283
| New | +$21K | ﹤0.01% | 350 |
|
|
2017
Q2 | – | Sell |
-2,056
| Closed | -$31K | – | 491 |
|
|
2017
Q1 | $31K | Hold |
2,056
| – | – | 0.01% | 288 |
|
|
2016
Q4 | $33K | Sell |
2,056
-1,301
| -39% | -$20.9K | 0.01% | 279 |
|
|
2016
Q3 | $69K | Hold |
3,357
| – | – | 0.02% | 197 |
|
|
2016
Q2 | $70K | Hold |
3,357
| – | – | 0.02% | 196 |
|
|
2016
Q1 | $69K | Sell |
3,357
-1,847
| -35% | -$38K | 0.03% | 171 |
|
|
2015
Q4 | $88K | Hold |
5,204
| – | – | 0.03% | 149 |
|
|
2015
Q3 | $67K | Hold |
5,204
| – | – | 0.02% | 173 |
|
|
2015
Q2 | $66K | Hold |
5,204
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $51K | Hold |
5,204
| – | – | 0.02% | 208 |
|
|
2014
Q4 | $38K | Hold |
5,204
| – | – | 0.01% | 218 |
|
|
2014
Q3 | $38K | Buy |
5,204
+1,951
| +60% | +$14.2K | 0.01% | 238 |
|
|
2014
Q2 | $36K | Hold |
3,253
| – | – | 0.01% | 224 |
|
|
2014
Q1 | $37K | Buy |
3,253
+1,432
| +79% | +$16.3K | 0.01% | 247 |
|
|
2013
Q4 | $19K | Buy |
+1,821
| New | +$19K | 0.01% | 294 |
|