Rise Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-73
| Closed | -$943 | – | 1213 |
|
|
2024
Q3 | $943 | Buy |
73
+1
| +1% | +$13 | ﹤0.01% | 1165 |
|
|
2024
Q2 | $1.03K | Hold |
72
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q1 | $1.24K | Buy |
72
+1
| +1% | +$17 | ﹤0.01% | 1171 |
|
|
2023
Q4 | $961 | Sell |
71
-99
| -58% | -$1.34K | ﹤0.01% | 524 |
|
|
2023
Q3 | $2.2K | Buy |
170
+1
| +0.6% | +$13 | ﹤0.01% | 456 |
|
|
2023
Q2 | $2.2K | Sell |
169
-159
| -48% | -$2.07K | ﹤0.01% | 504 |
|
|
2023
Q1 | $4.04K | Buy |
328
+7
| +2% | +$86 | ﹤0.01% | 484 |
|
|
2022
Q4 | $2.79K | Buy |
321
+3
| +0.9% | +$26 | ﹤0.01% | 517 |
|
|
2022
Q3 | $3K | Buy |
318
+2
| +0.6% | +$19 | ﹤0.01% | 512 |
|
|
2022
Q2 | $4K | Hold |
316
| – | – | ﹤0.01% | 483 |
|
|
2022
Q1 | $5K | Buy |
316
+98
| +45% | +$1.55K | ﹤0.01% | 435 |
|
|
2021
Q4 | $3.89K | Buy |
+218
| New | +$3.89K | ﹤0.01% | 442 |
|