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Holistic Financial Partners’s Sportsman's Warehouse SPWH Stock Holding History

Holistic Financial Partners’s Portfolio SPWH Stock Details SPWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-132
Closed -$1K – 461
2017
Q4 		$1K Buy
+132
New +$633 ﹤0.01% 445

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APCM
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BlackRock
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SW
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CCPM
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Vanguard Group
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Dimensional Fund Advisors
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AWW
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Holistic Financial Partners's SPWH Position: Q1 2018 in Review

Holistic Financial Partners sold out of Sportsman's Warehouse (SPWH) in Q1 2018, closing a stake of 132 shares — an estimated $1K sold.

Holistic Financial Partners first reported a position in SPWH in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 100 funds tracked by Wall St. Rank hold SPWH as of Q1 2018.

  • Holistic Financial Partners reported no remaining Sportsman's Warehouse position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 132 Sportsman's Warehouse shares in Q1 2018, an estimated $1K.
  • Holistic Financial Partners first reported a position in Sportsman's Warehouse in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Sportsman's Warehouse position peaked at $1K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held Sportsman's Warehouse as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.