Kingsview 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 |
-10,033
| Closed | -$130K | – | 1183 |
|
|
2024
Q3 | $130K | Hold |
10,033
| – | – | ﹤0.01% | 1061 |
|
|
2024
Q2 | $144K | Sell |
10,033
-247
| -2% | -$3.54K | ﹤0.01% | 1011 |
|
|
2024
Q1 | $178K | Hold |
10,280
| – | – | ﹤0.01% | 977 |
|
|
2023
Q4 | $139K | Buy |
10,280
+247
| +2% | +$3.35K | ﹤0.01% | 923 |
|
|
2023
Q3 | $130K | Hold |
10,033
| – | – | ﹤0.01% | 908 |
|
|
2023
Q2 | $131K | Sell |
10,033
-661
| -6% | -$8.62K | 0.01% | 876 |
|
|
2023
Q1 | $132K | Buy |
+10,694
| New | +$132K | 0.01% | 848 |
|
|
2022
Q1 | – | Sell |
-12,317
| Closed | -$219K | – | 951 |
|
|
2021
Q4 | $219K | Sell |
12,317
-8,003
| -39% | -$142K | 0.01% | 821 |
|
|
2021
Q3 | $422K | Buy |
20,320
+8,607
| +73% | +$179K | 0.02% | 595 |
|
|
2021
Q2 | $415K | Sell |
11,713
-63
| -0.5% | -$2.23K | 0.02% | 610 |
|
|
2021
Q1 | $214K | Sell |
11,776
-8,546
| -42% | -$155K | 0.01% | 753 |
|
|
2020
Q4 | $361K | Buy |
+20,322
| New | +$361K | 0.03% | 516 |
|