SWMG
Signature Wealth Management Group’s Cracker Barrel CBRL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-19,861
| Closed | -$3.05M | – | 70 |
|
|
2019
Q4 | $3.05M | Sell |
19,861
-37
| -0.2% | -$5.69K | 1.93% | 25 |
|
|
2019
Q3 | $3.24M | Sell |
19,898
-162
| -0.8% | -$26.3K | 2.14% | 22 |
|
|
2019
Q2 | $3.47M | Buy |
20,060
+680
| +4% | +$118K | 2.32% | 14 |
|
|
2019
Q1 | $3.13M | Buy |
19,380
+755
| +4% | +$122K | 2.19% | 17 |
|
|
2018
Q4 | $2.98M | Sell |
18,625
-483
| -3% | -$77.2K | 2.31% | 16 |
|
|
2018
Q3 | $3.08M | Buy |
19,108
+1,404
| +8% | +$226K | 2.29% | 16 |
|
|
2018
Q2 | $2.77M | Buy |
17,704
+358
| +2% | +$55.9K | 2.05% | 22 |
|
|
2018
Q1 | $2.76M | Buy |
17,346
+270
| +2% | +$43K | 2.13% | 22 |
|
|
2017
Q4 | $2.71M | Buy |
+17,076
| New | +$2.71M | 1.99% | 28 |
|