Certified Advisory Corp’s Smith & Wesson SWBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-300
Closed -$5K 666
2021
Q1
$5K Buy
+300
New +$5.46K ﹤0.01% 680
2019
Q2
Sell
-52
Closed 832
2019
Q1
$0 Buy
+52
New +$471 ﹤0.01% 765

Other funds holding SWBI

Certified Advisory Corp's SWBI Position: Q2 2021 in Review

Certified Advisory Corp sold out of Smith & Wesson (SWBI) in Q2 2021, closing a stake of 300 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in SWBI in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 251 funds tracked by Wall St. Rank hold SWBI as of Q2 2021.

  • Certified Advisory Corp reported no remaining Smith & Wesson position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 300 Smith & Wesson shares in Q2 2021, an estimated $5K.
  • Certified Advisory Corp first reported a position in Smith & Wesson in Q1 2019 and held it in 2 quarters.
  • Certified Advisory Corp's Smith & Wesson position peaked at $5K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.