HA
SWS
Havens Advisors’s SWS GROUP INC SWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-199,701
| Closed | -$1.38M | – | 55 |
|
|
2014
Q4 | $1.38M | Sell |
199,701
-247,799
| -55% | -$1.71M | 0.86% | 35 |
|
|
2014
Q3 | $3.08M | Sell |
447,500
-131,100
| -23% | -$903K | 1.71% | 19 |
|
|
2014
Q2 | $4.21M | Buy |
578,600
+8,600
| +2% | +$62.6K | 3.05% | 11 |
|
|
2014
Q1 | $4.22M | Buy |
+570,000
| New | +$4.22M | 4.31% | 8 |
|