Independent Advisor Alliance’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
+16,132
| New | +$140K | ﹤0.01% | 857 |
|
|
2020
Q3 | – | Sell |
-23,093
| Closed | -$457K | – | 524 |
|
|
2020
Q2 | $457K | Buy |
23,093
+9,563
| +71% | +$189K | 0.05% | 287 |
|
|
2020
Q1 | $86K | Buy |
+13,530
| New | +$86K | 0.01% | 395 |
|
|
2017
Q2 | – | Sell |
-13,411
| Closed | -$207K | – | 383 |
|
|
2017
Q1 | $207K | Buy |
+13,411
| New | +$207K | 0.03% | 375 |
|