Carolinas Wealth Consulting’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,210
| Closed | -$16.6K | – | 1149 |
|
|
2023
Q4 | $16.6K | Hold |
1,210
| – | – | ﹤0.01% | 477 |
|
|
2023
Q3 | $17.8K | Buy |
1,210
+22
| +2% | +$324 | ﹤0.01% | 448 |
|
|
2023
Q2 | $15.5K | Hold |
1,188
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $14.6K | Buy |
1,188
+24
| +2% | +$295 | ﹤0.01% | 543 |
|
|
2022
Q4 | $10.2K | Buy |
1,164
+11
| +1% | +$97 | ﹤0.01% | 622 |
|
|
2022
Q3 | $12K | Buy |
1,153
+8
| +0.7% | +$83 | ﹤0.01% | 543 |
|
|
2022
Q2 | $15K | Hold |
1,145
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $17K | Buy |
1,145
+6
| +0.5% | +$89 | ﹤0.01% | 520 |
|
|
2021
Q4 | $20K | Buy |
+1,139
| New | +$20K | ﹤0.01% | 499 |
|