B. Riley Wealth Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-32,247
| Closed | -$488K | – | 1379 |
|
|
2022
Q1 | $488K | Sell |
32,247
-3,254
| -9% | -$49.2K | 0.02% | 760 |
|
|
2021
Q4 | $632K | Sell |
35,501
-12,741
| -26% | -$227K | 0.02% | 707 |
|
|
2021
Q3 | $1M | Sell |
48,242
-1,931
| -4% | -$40.1K | 0.03% | 519 |
|
|
2021
Q2 | $1.74M | Sell |
50,173
-3,485
| -6% | -$121K | 0.06% | 373 |
|
|
2021
Q1 | $937K | Buy |
+53,658
| New | +$937K | 0.03% | 502 |
|
|
2015
Q1 | – | Sell |
-22
| Closed | – | – | 1812 |
|
|
2014
Q4 | $0 | Buy |
+22
| New | – | ﹤0.01% | 3735 |
|
|
2014
Q3 | – | Sell |
-22
| Closed | -$250 | – | 1740 |
|
|
2014
Q2 | $250 | Buy |
+22
| New | +$250 | ﹤0.01% | 2409 |
|