Plante Moran Financial Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-592
| Closed | -$7K | – | 960 |
|
|
2018
Q3 | $7K | Hold |
592
| – | – | ﹤0.01% | 553 |
|
|
2018
Q2 | $5K | Hold |
592
| – | – | ﹤0.01% | 640 |
|
|
2018
Q1 | $5K | Hold |
592
| – | – | ﹤0.01% | 729 |
|
|
2017
Q4 | $6K | Hold |
592
| – | – | ﹤0.01% | 685 |
|
|
2017
Q3 | $7K | Hold |
592
| – | – | ﹤0.01% | 610 |
|
|
2017
Q2 | $10K | Hold |
592
| – | – | 0.01% | 557 |
|
|
2017
Q1 | $9K | Hold |
592
| – | – | 0.01% | 597 |
|
|
2016
Q4 | $10K | Hold |
592
| – | – | 0.01% | 592 |
|
|
2016
Q3 | $12K | Hold |
592
| – | – | 0.01% | 572 |
|
|
2016
Q2 | $12K | Hold |
592
| – | – | 0.01% | 503 |
|
|
2016
Q1 | $12K | Buy |
+592
| New | +$12K | 0.01% | 459 |
|