GWM
SWI
Geneos Wealth Management’s SolarWinds Corporation Common Stock SWI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-40
| Closed | -$3.21K | – | 3264 |
|
2025
Q1 | $3.21K | Buy |
+40
| New | +$3.21K | ﹤0.01% | 2869 |
|
2021
Q3 | – | Sell |
-500
| Closed | -$8K | – | 2940 |
|
2021
Q2 | $8K | Hold |
500
| – | – | ﹤0.01% | 2313 |
|
2021
Q1 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 2510 |
|