Evermay Wealth Management’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-400
| Closed | -$3.47K | – | 580 |
|
|
2022
Q4 | $3.47K | Hold |
400
| – | – | ﹤0.01% | 476 |
|
|
2022
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 431 |
|