LA
SWFT
Lucus Advisors’s Swift Transportation Company SWFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-20,077
| Closed | -$412K | – | 303 |
|
|
2017
Q1 | $412K | Buy |
+20,077
| New | +$412K | 0.38% | 86 |
|
|
2016
Q4 | – | Sell |
-18,357
| Closed | -$394K | – | 239 |
|
|
2016
Q3 | $394K | Sell |
18,357
-4,303
| -19% | -$92.4K | 0.34% | 138 |
|
|
2016
Q2 | $349K | Sell |
22,660
-5,644
| -20% | -$86.9K | 0.29% | 139 |
|
|
2016
Q1 | $527K | Buy |
+28,304
| New | +$527K | 0.31% | 64 |
|
|
2015
Q2 | – | Sell |
-8,883
| Closed | -$231K | – | 443 |
|
|
2015
Q1 | $231K | Sell |
8,883
-7,657
| -46% | -$199K | 0.12% | 288 |
|
|
2014
Q4 | $474K | Buy |
+16,540
| New | +$474K | 0.21% | 142 |
|