Cape Investment Advisory’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-266
| Closed | -$4.63K | – | 985 |
|
|
2024
Q1 | $4.63K | Buy |
266
+2
| +0.8% | +$35 | ﹤0.01% | 662 |
|
|
2023
Q4 | $3.58K | Buy |
264
+2
| +0.8% | +$27 | ﹤0.01% | 833 |
|
|
2023
Q3 | $3.38K | Sell |
262
-517
| -66% | -$6.67K | ﹤0.01% | 726 |
|
|
2023
Q2 | $10.2K | Hold |
779
| – | – | 0.01% | 549 |
|
|
2023
Q1 | $9.59K | Buy |
+779
| New | +$9.59K | 0.01% | 548 |
|