Cavalier Investments’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-54,902
| Closed | -$890K | – | 180 |
|
|
2016
Q4 | $890K | Buy |
54,902
+12,359
| +29% | +$200K | 0.57% | 37 |
|
|
2016
Q3 | $869K | Hold |
42,543
| – | – | 0.53% | 44 |
|
|
2016
Q2 | $889K | Hold |
42,543
| – | – | 0.52% | 40 |
|
|
2016
Q1 | $870K | Buy |
42,543
+12,360
| +41% | +$253K | 0.5% | 38 |
|
|
2015
Q4 | $510K | Buy |
+30,183
| New | +$510K | 0.3% | 59 |
|