AWS
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Atria Wealth Solutions’s Smith & Wesson SWBI Stock Holding History

Atria Wealth Solutions’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,781
Closed -$157K – 1985
2023
Q1 		$157K Sell
12,781
-266
-2% -$2.85K ﹤0.01% 1713
2022
Q4 		$115K Hold
13,047
– – ﹤0.01% 1686
2022
Q3 		$137K Buy
13,047
+400
+3% +$5.29K ﹤0.01% 1604
2022
Q2 		$166K Buy
+12,647
New +$183K ﹤0.01% 1483

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PCM
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