EverSource Wealth Advisors’s Smith & Wesson SWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75K | Buy |
202
+114
| +130% | +$989 | ﹤0.01% | 3539 |
|
|
2025
Q1 | $820 | Buy |
88
+4
| +5% | +$37 | ﹤0.01% | 3294 |
|
|
2024
Q4 | $849 | Sell |
84
-1,007
| -92% | -$10.2K | ﹤0.01% | 3020 |
|
|
2024
Q3 | $14.2K | Buy |
1,091
+1,000
| +1,099% | +$13K | ﹤0.01% | 1667 |
|
|
2024
Q2 | $1.51K | Sell |
91
-70
| -43% | -$1.16K | ﹤0.01% | 2637 |
|
|
2024
Q1 | $2.73K | Hold |
161
| – | – | ﹤0.01% | 2284 |
|
|
2023
Q4 | $2.18K | Hold |
161
| – | – | ﹤0.01% | 2140 |
|
|
2023
Q3 | $2.08K | Buy |
161
+91
| +130% | +$1.18K | ﹤0.01% | 1992 |
|
|
2023
Q2 | $913 | Buy |
+70
| New | +$913 | ﹤0.01% | 2258 |
|