Burney Company’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,675
| Closed | -$106K | – | 397 |
|
|
2014
Q3 | $106K | Sell |
14,675
-12,031
| -45% | -$86.9K | 0.01% | 398 |
|
|
2014
Q2 | $298K | Sell |
26,706
-9,001
| -25% | -$100K | 0.03% | 346 |
|
|
2014
Q1 | $401K | Buy |
35,707
+12,738
| +55% | +$143K | 0.04% | 299 |
|
|
2013
Q4 | $238K | Buy |
+22,969
| New | +$238K | 0.02% | 378 |
|