Cornerstone Planning Group’s SWK Holdings SWKH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-63	Closed	-$961	–	1686
2025 Q1	$961	Hold	63	–	–	﹤0.01%	1141
2024 Q4	$832	Sell	63 -324	-84%	-$4.28K	﹤0.01%	1003
2024 Q3	$5.15K	Buy	387 +63	+19%	+$838	﹤0.01%	560
2024 Q2	$4.27K	Buy	+324	New	+$4.27K	﹤0.01%	609