Focused 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-76
| Closed | -$1.03K | – | 835 |
|
2023
Q4 | $1.03K | Buy |
76
+1
| +1% | +$14 | ﹤0.01% | 826 |
|
2023
Q3 | $969 | Buy |
75
+1
| +1% | +$13 | ﹤0.01% | 819 |
|
2023
Q2 | $970 | Hold |
74
| – | – | ﹤0.01% | 835 |
|
2023
Q1 | $916 | Buy |
74
+1
| +1% | +$12 | ﹤0.01% | 845 |
|
2022
Q4 | $633 | Buy |
73
+1
| +1% | +$9 | ﹤0.01% | 886 |
|
2022
Q3 | $1K | Hold |
72
| – | – | ﹤0.01% | 862 |
|
2022
Q2 | $1K | Hold |
72
| – | – | ﹤0.01% | 833 |
|
2022
Q1 | $1K | Buy |
72
+1
| +1% | +$14 | ﹤0.01% | 890 |
|
2021
Q4 | $1K | Buy |
+71
| New | +$1K | ﹤0.01% | 886 |
|
2016
Q3 | – | Sell |
-130
| Closed | -$3K | – | 700 |
|
2016
Q2 | $3K | Buy |
+130
| New | +$3K | ﹤0.01% | 570 |
|