Freedom Investment Management’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-92,909
| Closed | -$642K | – | 689 |
|
2014
Q4 | $642K | Sell |
92,909
-24,522
| -21% | -$169K | 0.08% | 223 |
|
2014
Q3 | $809K | Buy |
117,431
+24,287
| +26% | +$167K | 0.14% | 123 |
|
2014
Q2 | $678K | Buy |
93,144
+21,317
| +30% | +$155K | 0.11% | 158 |
|
2014
Q1 | $537K | Buy |
71,827
+8,619
| +14% | +$64.4K | 0.11% | 171 |
|
2013
Q4 | $384K | Buy |
63,208
+2,407
| +4% | +$14.6K | 0.1% | 215 |
|
2013
Q3 | $339K | Buy |
60,801
+18,060
| +42% | +$101K | 0.1% | 188 |
|
2013
Q2 | $233K | Buy |
+42,741
| New | +$233K | 0.08% | 241 |
|