Empowered Funds’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 | $841K | Sell |
57,072
-10,835
| -16% | -$160K | 0.01% | 1140 |
|
|
2025
Q1 | $936K | Buy |
67,907
+2,434
| +4% | +$33.5K | 0.01% | 1021 |
|
|
2024
Q4 | $823K | Hold |
65,473
| – | – | 0.01% | 1022 |
|
|
2024
Q3 | $897K | Hold |
65,473
| – | – | 0.01% | 927 |
|
|
2024
Q2 | $881K | Buy |
65,473
+2,200
| +3% | +$29.6K | 0.02% | 898 |
|
|
2024
Q1 | $873K | Buy |
63,273
+4,638
| +8% | +$64K | 0.02% | 935 |
|
|
2023
Q4 | $814K | Buy |
58,635
+5,196
| +10% | +$72.2K | 0.02% | 847 |
|
|
2023
Q3 | $667K | Buy |
53,439
+4,386
| +9% | +$54.7K | 0.02% | 815 |
|
|
2023
Q2 | $651K | Buy |
+49,053
| New | +$651K | 0.02% | 742 |
|