Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-544
| Closed | -$7.06K | – | 435 |
|
|
2024
Q3 | $7.06K | Buy |
544
+5
| +0.9% | +$65 | ﹤0.01% | 365 |
|
|
2024
Q2 | $7.74K | Buy |
539
+3
| +0.6% | +$43 | ﹤0.01% | 334 |
|
|
2024
Q1 | $9.3K | Buy |
536
+5
| +0.9% | +$87 | ﹤0.01% | 331 |
|
|
2023
Q4 | $7.2K | Buy |
531
+5
| +1% | +$68 | ﹤0.01% | 322 |
|
|
2023
Q3 | $6.79K | Buy |
+526
| New | +$6.79K | ﹤0.01% | 314 |
|