Envestnet Asset Management’s Swift Transportation Company SWFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-71,153
| Closed | -$1.89M | – | 3180 |
|
|
2017
Q2 | $1.89M | Sell |
71,153
-3,302
| -4% | -$87.6K | 0.01% | 949 |
|
|
2017
Q1 | $1.53M | Sell |
74,455
-2
| -0% | -$41 | ﹤0.01% | 1046 |
|
|
2016
Q4 | $1.81M | Buy |
74,457
+45,873
| +160% | +$1.12M | 0.01% | 964 |
|
|
2016
Q3 | $614K | Sell |
28,584
-48,572
| -63% | -$1.04M | ﹤0.01% | 1458 |
|
|
2016
Q2 | $1.19M | Buy |
77,156
+2,713
| +4% | +$41.8K | ﹤0.01% | 1262 |
|
|
2016
Q1 | $1.39M | Sell |
74,443
-3,609
| -5% | -$67.2K | 0.01% | 1156 |
|
|
2015
Q4 | $1.08M | Sell |
78,052
-144
| -0.2% | -$1.99K | ﹤0.01% | 1246 |
|
|
2015
Q3 | $1.18M | Buy |
78,196
+13,844
| +22% | +$208K | 0.01% | 1209 |
|
|
2015
Q2 | $1.46M | Buy |
64,352
+36,625
| +132% | +$830K | 0.01% | 1222 |
|
|
2015
Q1 | $721K | Buy |
+27,727
| New | +$721K | ﹤0.01% | 1421 |
|
|
2014
Q4 | – | Sell |
-36
| Closed | -$1K | – | 2982 |
|
|
2014
Q3 | $1K | Sell |
36
-462
| -93% | -$12.8K | ﹤0.01% | 2732 |
|
|
2014
Q2 | $13K | Buy |
498
+36
| +8% | +$940 | ﹤0.01% | 1944 |
|
|
2014
Q1 | $11K | Buy |
462
+13
| +3% | +$310 | ﹤0.01% | 1875 |
|
|
2013
Q4 | $10K | Hold |
449
| – | – | ﹤0.01% | 1777 |
|
|
2013
Q3 | $9K | Buy |
449
+65
| +17% | +$1.3K | ﹤0.01% | 1778 |
|
|
2013
Q2 | $6K | Buy |
+384
| New | +$6K | ﹤0.01% | 1863 |
|