CIA
SWFT
Capital Impact Advisors’s Swift Transportation Company SWFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-55,352
| Closed | -$1.35M | – | 257 |
|
2016
Q4 | $1.35M | Hold |
55,352
| – | – | 0.56% | 40 |
|
2016
Q3 | $1.19M | Hold |
55,352
| – | – | 0.51% | 63 |
|
2016
Q2 | $853K | Hold |
55,352
| – | – | 0.4% | 138 |
|
2016
Q1 | $1.03M | Hold |
55,352
| – | – | 0.49% | 48 |
|
2015
Q4 | $765K | Buy |
55,352
+34,272
| +163% | +$474K | 0.37% | 120 |
|
2015
Q3 | $317K | Hold |
21,080
| – | – | 0.16% | 208 |
|
2015
Q2 | $478K | Hold |
21,080
| – | – | 0.22% | 194 |
|
2015
Q1 | $549K | Sell |
21,080
-14,430
| -41% | -$376K | 0.25% | 185 |
|
2014
Q4 | $1.02M | Hold |
35,510
| – | – | 0.48% | 71 |
|
2014
Q3 | $745 | Hold |
35,510
| – | – | ﹤0.01% | 76 |
|
2014
Q2 | $896K | Buy |
+35,510
| New | +$896K | 0.68% | 70 |
|