Clearview Wealth Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-20
| Closed | -$261 | – | 572 |
|
2023
Q2 | $261 | Hold |
20
| – | – | ﹤0.01% | 653 |
|
2023
Q1 | $246 | Hold |
20
| – | – | ﹤0.01% | 640 |
|
2022
Q4 | $174 | Hold |
20
| – | – | ﹤0.01% | 596 |
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 646 |
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 644 |
|
2022
Q1 | $0 | Sell |
20
-10
| -33% | – | ﹤0.01% | 693 |
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 664 |
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 633 |
|
2021
Q2 | $1K | Buy |
30
+7
| +30% | +$233 | ﹤0.01% | 625 |
|
2021
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 646 |
|
2020
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 585 |
|