Capstone Asset Management’s SWS GROUP INC SWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-18,920
| Closed | -$131K | – | 1683 |
|
|
2014
Q4 | $131K | Sell |
18,920
-500
| -3% | -$3.46K | ﹤0.01% | 1621 |
|
|
2014
Q3 | $134K | Sell |
19,420
-1,340
| -6% | -$9.25K | ﹤0.01% | 1616 |
|
|
2014
Q2 | $151K | Sell |
20,760
-262
| -1% | -$1.91K | ﹤0.01% | 1626 |
|
|
2014
Q1 | $157K | Sell |
21,022
-1,140
| -5% | -$8.51K | ﹤0.01% | 1690 |
|
|
2013
Q4 | $135K | Sell |
22,162
-2,937
| -12% | -$17.9K | ﹤0.01% | 1820 |
|
|
2013
Q3 | $140K | Buy |
25,099
+290
| +1% | +$1.62K | ﹤0.01% | 1913 |
|
|
2013
Q2 | $135K | Buy |
+24,809
| New | +$135K | ﹤0.01% | 1867 |
|