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Laurel Wealth Advisors (North Carolina)’s Smith & Wesson SWBI Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-150
Closed -$5K – 737
2021
Q2 		$5K Hold
150
– – ﹤0.01% 553
2021
Q1 		$3K Buy
+150
New +$2.73K ﹤0.01% 575

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Laurel Wealth Advisors (North Carolina)'s SWBI Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Smith & Wesson (SWBI) in Q3 2021, closing a stake of 150 shares — an estimated $5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SWBI in Q1 2021 and held it in 2 quarters. The position peaked at $5K in Q2 2021. 229 funds tracked by Wall St. Rank hold SWBI as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Smith & Wesson position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 150 Smith & Wesson shares in Q3 2021, an estimated $5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Smith & Wesson in Q1 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Smith & Wesson position peaked at $5K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.