BDF
SWI
Balasa Dinverno & Foltz’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-665,000
| Closed | – | – | 282 |
|
|
2019
Q3 | $0 | Hold |
665,000
| – | – | ﹤0.01% | 275 |
|
|
2019
Q2 | $0 | Hold |
665,000
| – | – | ﹤0.01% | 265 |
|
|
2019
Q1 | $1K | Hold |
665,000
| – | – | ﹤0.01% | 243 |
|
|
2018
Q4 | $1K | Buy |
+665,000
| New | +$1K | ﹤0.01% | 224 |
|
|
2018
Q3 | – | Sell |
-65,000
| Closed | – | – | 250 |
|
|
2018
Q2 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 231 |
|
|
2018
Q1 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 214 |
|
|
2017
Q4 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 216 |
|
|
2017
Q3 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 225 |
|
|
2017
Q2 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 217 |
|
|
2017
Q1 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 220 |
|
|
2016
Q4 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 198 |
|
|
2016
Q3 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 186 |
|
|
2016
Q2 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 190 |
|
|
2016
Q1 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 199 |
|
|
2015
Q4 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 209 |
|
|
2015
Q3 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 216 |
|
|
2015
Q2 | $0 | Buy |
+65,000
| New | – | ﹤0.01% | 218 |
|
|
2015
Q1 | – | Sell |
-65,000
| Closed | – | – | 217 |
|
|
2014
Q4 | $0 | Hold |
65,000
| – | – | ﹤0.01% | 199 |
|
|
2014
Q3 | $2K | Hold |
65,000
| – | – | ﹤0.01% | 182 |
|
|
2014
Q2 | $2K | Buy |
+65,000
| New | +$2K | ﹤0.01% | 178 |
|