Perigon Wealth Management’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,903
| Closed | -$66K | – | 710 |
|
|
2017
Q2 | $66K | Sell |
3,903
-2,507
| -39% | -$42.4K | 0.01% | 349 |
|
|
2017
Q1 | $98K | Buy |
+6,410
| New | +$98K | 0.02% | 303 |
|
|
2016
Q4 | – | Sell |
-6,410
| Closed | -$131K | – | 755 |
|
|
2016
Q3 | $131K | Hold |
6,410
| – | – | 0.03% | 225 |
|
|
2016
Q2 | $134K | Buy |
+6,410
| New | +$134K | 0.04% | 215 |
|