Gradient Investments’s Smith & Wesson SWBI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-230
Closed -$3.3K 1169
2024
Q2
$3.3K Buy
230
+200
+667% +$2.87K ﹤0.01% 915
2024
Q1
$521 Sell
30
-50
-63% -$868 ﹤0.01% 1008
2023
Q4
$1.09K Buy
80
+50
+167% +$678 ﹤0.01% 1398
2023
Q3
$387 Hold
30
﹤0.01% 1602
2023
Q2
$391 Hold
30
﹤0.01% 1569
2023
Q1
$369 Hold
30
﹤0.01% 1317
2022
Q4
$260 Hold
30
﹤0.01% 1350
2022
Q3
$0 Hold
30
﹤0.01% 1531
2022
Q2
$0 Hold
30
﹤0.01% 1375
2022
Q1
$0 Hold
30
﹤0.01% 1331
2021
Q4
$1K Hold
30
﹤0.01% 1187
2021
Q3
$1K Hold
30
﹤0.01% 1107
2021
Q2
$1K Hold
30
﹤0.01% 1107
2021
Q1
$1K Buy
+30
New +$1K ﹤0.01% 1108
2013
Q4
Sell
-30
Closed 658
2013
Q3
$0 Hold
30
﹤0.01% 585
2013
Q2
$0 Buy
+30
New ﹤0.01% 492