Mosaic Family Wealth’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-120
| Closed | -$2K | – | 730 |
|
|
2017
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 682 |
|
|
2016
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 671 |
|
|
2016
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 696 |
|
|
2016
Q2 | $3K | Hold |
120
| – | – | ﹤0.01% | 682 |
|
|
2016
Q1 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 721 |
|