BIM
SWFT
Bogle Investment Management’s Swift Transportation Company SWFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-53,837
| Closed | -$1.31M | – | 453 |
|
|
2016
Q4 | $1.31M | Sell |
53,837
-71,210
| -57% | -$1.73M | 0.09% | 225 |
|
|
2016
Q3 | $2.68M | Buy |
+125,047
| New | +$2.68M | 0.19% | 144 |
|
|
2013
Q4 | – | Sell |
-120,228
| Closed | -$2.43M | – | 446 |
|
|
2013
Q3 | $2.43M | Sell |
120,228
-453,877
| -79% | -$9.16M | 0.25% | 138 |
|
|
2013
Q2 | $9.5M | Buy |
+574,105
| New | +$9.5M | 1.16% | 4 |
|