Creative Planning’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-225
| Closed | -$2K | – | 4455 |
|
|
2014
Q4 | $2K | Hold |
225
| – | – | ﹤0.01% | 3808 |
|
|
2014
Q3 | $2K | Hold |
225
| – | – | ﹤0.01% | 3657 |
|
|
2014
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 3482 |
|
|
2014
Q1 | $2K | Hold |
225
| – | – | ﹤0.01% | 3348 |
|
|
2013
Q4 | $1K | Hold |
225
| – | – | ﹤0.01% | 3276 |
|
|
2013
Q3 | $1K | Hold |
225
| – | – | ﹤0.01% | 3171 |
|
|
2013
Q2 | $1K | Buy |
+225
| New | +$1K | ﹤0.01% | 3029 |
|