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Capital Asset Advisory Services’s Smith & Wesson SWBI Stock Holding History

Capital Asset Advisory Services’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-290
Closed -$5K – 1409
2020
Q4 		$5K Buy
+290
New +$4.8K ﹤0.01% 1285

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N
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Capital Asset Advisory Services's SWBI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Smith & Wesson (SWBI) in Q1 2021, closing a stake of 290 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in SWBI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 217 funds tracked by Wall St. Rank hold SWBI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Smith & Wesson position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 290 Smith & Wesson shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in Smith & Wesson in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Smith & Wesson position peaked at $5K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.