Integrated Wealth Management’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-260
| Closed | -$5K | – | 907 |
|
|
2016
Q3 | $5K | Hold |
260
| – | – | ﹤0.01% | 912 |
|
|
2016
Q2 | $5K | Hold |
260
| – | – | ﹤0.01% | 927 |
|
|
2016
Q1 | $5K | Hold |
260
| – | – | ﹤0.01% | 852 |
|
|
2015
Q4 | $4K | Hold |
260
| – | – | ﹤0.01% | 983 |
|
|
2015
Q3 | $3K | Hold |
260
| – | – | ﹤0.01% | 1048 |
|
|
2015
Q2 | $3K | Hold |
260
| – | – | ﹤0.01% | 1079 |
|
|
2015
Q1 | $2K | Buy |
+260
| New | +$2K | ﹤0.01% | 1116 |
|