Creative Planning’s Swift Transportation Company SWFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-616
| Closed | -$16K | – | 4644 |
|
|
2017
Q2 | $16K | Buy |
616
+319
| +107% | +$8.29K | ﹤0.01% | 3310 |
|
|
2017
Q1 | $6K | Sell |
297
-19,614
| -99% | -$396K | ﹤0.01% | 3874 |
|
|
2016
Q4 | $485K | Sell |
19,911
-52
| -0.3% | -$1.27K | ﹤0.01% | 934 |
|
|
2016
Q3 | $429K | Sell |
19,963
-748
| -4% | -$16.1K | ﹤0.01% | 967 |
|
|
2016
Q2 | $319K | Sell |
20,711
-1,753
| -8% | -$27K | ﹤0.01% | 1000 |
|
|
2016
Q1 | $419K | Sell |
22,464
-906
| -4% | -$16.9K | ﹤0.01% | 824 |
|
|
2015
Q4 | $323K | Buy |
23,370
+1,146
| +5% | +$15.8K | ﹤0.01% | 951 |
|
|
2015
Q3 | $334K | Buy |
22,224
+2,308
| +12% | +$34.7K | ﹤0.01% | 913 |
|
|
2015
Q2 | $451K | Buy |
19,916
+5
| +0% | +$113 | ﹤0.01% | 695 |
|
|
2015
Q1 | $518K | Buy |
19,911
+4,233
| +27% | +$110K | ﹤0.01% | 725 |
|
|
2014
Q4 | $449K | Hold |
15,678
| – | – | ﹤0.01% | 744 |
|
|
2014
Q3 | $329K | Sell |
15,678
-1,700
| -10% | -$35.7K | ﹤0.01% | 820 |
|
|
2014
Q2 | $438K | Buy |
17,378
+1,700
| +11% | +$42.8K | 0.01% | 691 |
|
|
2014
Q1 | $388K | Buy |
+15,678
| New | +$388K | 0.01% | 724 |
|