Diversified Trust’s Skyward Specialty Insurance SKWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Sell |
12,886
-5,493
| -30% | -$317K | 0.02% | 466 |
|
|
2025
Q1 | $973K | Buy |
18,379
+1,879
| +11% | +$99.4K | 0.02% | 368 |
|
|
2024
Q4 | $834K | Hold |
16,500
| – | – | 0.02% | 427 |
|
|
2024
Q3 | $672K | Hold |
16,500
| – | – | 0.02% | 503 |
|
|
2024
Q2 | $597K | Buy |
16,500
+4,725
| +40% | +$171K | 0.02% | 481 |
|
|
2024
Q1 | $441K | Buy |
11,775
+2,450
| +26% | +$91.7K | 0.01% | 542 |
|
|
2023
Q4 | $316K | Buy |
9,325
+1,625
| +21% | +$55.1K | 0.01% | 643 |
|
|
2023
Q3 | $211K | Buy |
+7,700
| New | +$211K | 0.01% | 733 |
|