J.W. Cole Advisors’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
$160K Buy
18,456
+1,057
+6% +$9.18K ﹤0.01% 1383
2025
Q1
$162K Buy
+17,399
New +$162K 0.01% 1181
2020
Q4
Sell
-12,645
Closed -$196K 859
2020
Q3
$196K Buy
+12,645
New +$196K 0.02% 679