PMG
SWFT
ProVise Management Group’s Swift Transportation Company SWFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-9,100
| Closed | -$237K | – | 317 |
|
|
2015
Q1 | $237K | Buy |
9,100
+500
| +6% | +$13K | 0.05% | 269 |
|
|
2014
Q4 | $246K | Buy |
+8,600
| New | +$246K | 0.05% | 256 |
|
|
2014
Q2 | – | Sell |
-9,700
| Closed | -$240K | – | 326 |
|
|
2014
Q1 | $240K | Buy |
+9,700
| New | +$240K | 0.06% | 258 |
|