Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Smith & Wesson SWBI Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-847
Closed -$10.9K – 456
2023
Q3 		$10.9K Buy
+847
New +$10.6K ﹤0.01% 327

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Legacy Financial Group (Iowa)'s SWBI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Smith & Wesson (SWBI) in Q4 2023, closing a stake of 847 shares — an estimated $10.9K sold.

Legacy Financial Group (Iowa) first reported a position in SWBI in Q3 2023 and held it in 1 quarter. The position peaked at $10.9K in Q3 2023. 179 funds tracked by Wall St. Rank hold SWBI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Smith & Wesson position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 847 Smith & Wesson shares in Q4 2023, an estimated $10.9K.
  • Legacy Financial Group (Iowa) first reported a position in Smith & Wesson in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Smith & Wesson position peaked at $10.9K in Q3 2023.
  • 179 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.