Rockbridge Investment Management’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-200
| Closed | -$2.71K | – | 560 |
|
|
2023
Q4 | $2.71K | Buy |
+200
| New | +$2.71K | ﹤0.01% | 531 |
|
|
2022
Q3 | – | Sell |
-200
| Closed | -$2.63K | – | 530 |
|
|
2022
Q2 | $2.63K | Hold |
200
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $3.09K | Hold |
200
| – | – | ﹤0.01% | 670 |
|
|
2021
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 687 |
|
|
2021
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 573 |
|