Steel Grove Capital Advisors’s Swift Transportation Company SWFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-24,067
| Closed | -$638K | – | 302 |
|
|
2017
Q2 | $638K | Sell |
24,067
-15,199
| -39% | -$403K | 0.11% | 147 |
|
|
2017
Q1 | $807K | Buy |
39,266
+9,708
| +33% | +$200K | 0.14% | 124 |
|
|
2016
Q4 | $720K | Buy |
29,558
+1,825
| +7% | +$44.5K | 0.14% | 124 |
|
|
2016
Q3 | $595K | Buy |
27,733
+5,967
| +27% | +$128K | 0.13% | 103 |
|
|
2016
Q2 | $335K | Sell |
21,766
-910
| -4% | -$14K | 0.08% | 127 |
|
|
2016
Q1 | $422K | Sell |
22,676
-6,120
| -21% | -$114K | 0.11% | 104 |
|
|
2015
Q4 | $398K | Sell |
28,796
-979
| -3% | -$13.5K | 0.1% | 124 |
|
|
2015
Q3 | $447K | Buy |
29,775
+16,515
| +125% | +$248K | 0.11% | 112 |
|
|
2015
Q2 | $301K | Buy |
+13,260
| New | +$301K | 0.07% | 132 |
|