Principal Financial Group’s SWS GROUP INC SWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-137,998
| Closed | -$951K | – | 2281 |
|
|
2014
Q3 | $951K | Sell |
137,998
-39,175
| -22% | -$270K | ﹤0.01% | 1768 |
|
|
2014
Q2 | $1.29M | Buy |
177,173
+747
| +0.4% | +$5.44K | ﹤0.01% | 1757 |
|
|
2014
Q1 | $1.32M | Buy |
176,426
+6,862
| +4% | +$51.3K | ﹤0.01% | 1733 |
|
|
2013
Q4 | $1.03M | Buy |
169,564
+10,292
| +6% | +$62.6K | ﹤0.01% | 1772 |
|
|
2013
Q3 | $889K | Buy |
159,272
+9,715
| +6% | +$54.2K | ﹤0.01% | 1764 |
|
|
2013
Q2 | $815K | Buy |
+149,557
| New | +$815K | ﹤0.01% | 1760 |
|