Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $6K | Hold |
390
| – | – | ﹤0.01% | 517 |
|
2020
Q1 | $2K | Hold |
390
| – | – | ﹤0.01% | 621 |
|
2019
Q4 | $3K | Hold |
390
| – | – | ﹤0.01% | 611 |
|
2019
Q3 | $1K | Buy |
+390
| New | +$1K | ﹤0.01% | 676 |
|
2018
Q1 | – | Sell |
-390
| Closed | -$4K | – | 504 |
|
2017
Q4 | $4K | Hold |
390
| – | – | ﹤0.01% | 437 |
|
2017
Q3 | $4K | Hold |
390
| – | – | ﹤0.01% | 450 |
|
2017
Q2 | $7K | Buy |
+390
| New | +$7K | ﹤0.01% | 404 |
|
2017
Q1 | – | Sell |
-390
| Closed | -$6K | – | 234 |
|
2016
Q4 | $6K | Hold |
390
| – | – | ﹤0.01% | 191 |
|
2016
Q3 | $8K | Hold |
390
| – | – | 0.01% | 168 |
|
2016
Q2 | $8K | Hold |
390
| – | – | 0.01% | 172 |
|
2016
Q1 | $8K | Hold |
390
| – | – | 0.01% | 173 |
|
2015
Q4 | $7K | Buy |
+390
| New | +$7K | 0.01% | 181 |
|