Baldwin Wealth Partners’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,600
| Closed | -$20.8K | – | 914 |
|
|
2024
Q3 | $20.8K | Sell |
1,600
-250
| -14% | -$3.25K | ﹤0.01% | 689 |
|
|
2024
Q2 | $26.5K | Hold |
1,850
| – | – | ﹤0.01% | 434 |
|
|
2024
Q1 | $32.1K | Hold |
1,850
| – | – | ﹤0.01% | 427 |
|
|
2023
Q4 | $25.1K | Hold |
1,850
| – | – | ﹤0.01% | 472 |
|
|
2023
Q3 | $23.9K | Buy |
1,850
+250
| +16% | +$3.23K | ﹤0.01% | 495 |
|
|
2023
Q2 | $20.9K | Hold |
1,600
| – | – | ﹤0.01% | 530 |
|
|
2023
Q1 | $19.7K | Hold |
1,600
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $13.9K | Buy |
+1,600
| New | +$13.9K | ﹤0.01% | 575 |
|