Orion Portfolio Solutions’s Skyward Specialty Insurance SKWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $364K | Buy |
6,880
+919
| +15% | +$48.6K | ﹤0.01% | 1545 |
|
2024
Q4 | $301K | Sell |
5,961
-1,334
| -18% | -$67.4K | ﹤0.01% | 1558 |
|
2024
Q3 | $297K | Buy |
+7,295
| New | +$297K | ﹤0.01% | 1524 |
|
2024
Q2 | – | Sell |
-9,848
| Closed | -$368K | – | 1788 |
|
2024
Q1 | $368K | Sell |
9,848
-461
| -4% | -$17.2K | ﹤0.01% | 1388 |
|
2023
Q4 | $342K | Buy |
+10,309
| New | +$342K | ﹤0.01% | 1358 |
|