Patriot Financial Group Insurance Agency’s Smith & Wesson SWBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-200
Closed -$3K 1782
2022
Q2
$3K Sell
200
-1,425
-88% -$21.4K ﹤0.01% 1686
2022
Q1
$25K Buy
1,625
+14
+0.9% +$215 ﹤0.01% 1009
2021
Q4
$29K Buy
1,611
+100
+7% +$1.8K ﹤0.01% 1071
2021
Q3
$31K Buy
1,511
+108
+8% +$2.22K 0.01% 1036
2021
Q2
$49K Sell
1,403
-150
-10% -$5.24K 0.01% 845
2021
Q1
$27K Buy
1,553
+1,453
+1,453% +$25.3K 0.01% 990
2020
Q4
$2K Hold
100
﹤0.01% 1674
2020
Q3
$2K Sell
100
-30
-23% -$600 ﹤0.01% 1480
2020
Q2
$2K Hold
130
﹤0.01% 1425
2020
Q1
$1K Hold
130
﹤0.01% 1497
2019
Q4
$1K Hold
130
﹤0.01% 1255
2019
Q3
$1K Hold
130
﹤0.01% 1235
2019
Q2
$1K Hold
130
﹤0.01% 1333
2019
Q1
$4K Hold
130
﹤0.01% 910
2018
Q4
$1K Sell
130
-455
-78% -$3.5K ﹤0.01% 946
2018
Q3
$7K Buy
+585
New +$7K ﹤0.01% 694
2018
Q2
Sell
-130
Closed -$1K 892
2018
Q1
$1K Hold
130
﹤0.01% 933
2017
Q4
$1K Hold
130
﹤0.01% 921
2017
Q3
$1K Buy
+130
New +$1K ﹤0.01% 896