Capital Advisory Group Advisory Services’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-425
| Closed | -$6K | – | 453 |
|
|
2022
Q1 | $6K | Buy |
+425
| New | +$6K | ﹤0.01% | 423 |
|
|
2021
Q4 | – | Sell |
-150
| Closed | -$3K | – | 458 |
|
|
2021
Q3 | $3K | Hold |
150
| – | – | ﹤0.01% | 487 |
|
|
2021
Q2 | $5K | Sell |
150
-175
| -54% | -$5.83K | ﹤0.01% | 463 |
|
|
2021
Q1 | $6K | Hold |
325
| – | – | ﹤0.01% | 438 |
|
|
2020
Q4 | $6K | Hold |
325
| – | – | ﹤0.01% | 422 |
|
|
2020
Q3 | $5K | Buy |
+325
| New | +$5K | ﹤0.01% | 389 |
|