LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Smith & Wesson SWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-445
| Closed | -$4K | – | 731 |
|
|
2019
Q2 | $4K | Hold |
445
| – | – | ﹤0.01% | 630 |
|
|
2019
Q1 | $4K | Hold |
445
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $6K | Hold |
445
| – | – | ﹤0.01% | 592 |
|
|
2018
Q3 | $7K | Hold |
445
| – | – | ﹤0.01% | 553 |
|
|
2018
Q2 | $5K | Hold |
445
| – | – | ﹤0.01% | 582 |
|
|
2018
Q1 | $5K | Buy |
+445
| New | +$5K | ﹤0.01% | 627 |
|