LWM
SWI
LBA Wealth Management’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-275
| Closed | -$13K | – | 385 |
|
|
2015
Q2 | $13K | Sell |
275
-1,210
| -81% | -$57.2K | 0.01% | 227 |
|
|
2015
Q1 | $76K | Sell |
1,485
-1,325
| -47% | -$67.8K | 0.05% | 151 |
|
|
2014
Q4 | $140K | Hold |
2,810
| – | – | 0.09% | 121 |
|
|
2014
Q3 | $118K | Hold |
2,810
| – | – | 0.08% | 125 |
|
|
2014
Q2 | $109K | Buy |
2,810
+250
| +10% | +$9.7K | 0.09% | 133 |
|
|
2014
Q1 | $109K | Buy |
+2,560
| New | +$109K | 0.09% | 123 |
|