LWA
Lowe Wealth Advisors’s Smith & Wesson SWBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$5.22K | – | 356 |
|
|
2023
Q2 | $5.22K | Hold |
400
| – | – | ﹤0.01% | 264 |
|
|
2023
Q1 | $4.92K | Hold |
400
| – | – | ﹤0.01% | 255 |
|
|
2022
Q4 | $3.47K | Hold |
400
| – | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $4K | Hold |
400
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 237 |
|
|
2022
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 235 |
|
|
2021
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 213 |
|
|
2021
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 204 |
|
|
2021
Q2 | $14K | Hold |
400
| – | – | 0.01% | 164 |
|
|
2021
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 194 |
|
|
2020
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 189 |
|
|
2020
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 189 |
|
|
2020
Q2 | $9K | Buy |
+400
| New | +$9K | 0.01% | 164 |
|
|
2017
Q4 | – | Sell |
-408
| Closed | -$6K | – | 268 |
|
|
2017
Q3 | $6K | Buy |
+408
| New | +$6K | ﹤0.01% | 177 |
|
|
2016
Q4 | – | Sell |
-408
| Closed | -$11K | – | 250 |
|
|
2016
Q3 | $11K | Hold |
408
| – | – | 0.01% | 138 |
|
|
2016
Q2 | $11K | Buy |
408
+50
| +14% | +$1.35K | 0.01% | 131 |
|
|
2016
Q1 | $10K | Hold |
358
| – | – | 0.01% | 129 |
|
|
2015
Q4 | $8K | Hold |
358
| – | – | 0.01% | 139 |
|
|
2015
Q3 | $6K | Buy |
358
+8
| +2% | +$134 | ﹤0.01% | 150 |
|
|
2015
Q2 | $6K | Hold |
350
| – | – | ﹤0.01% | 148 |
|
|
2015
Q1 | $4K | Hold |
350
| – | – | ﹤0.01% | 169 |
|
|
2014
Q4 | $3K | Buy |
+350
| New | +$3K | ﹤0.01% | 167 |
|