Sterling Investment Advisors (Pennsylvania)’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$20K | – | 620 |
|
|
2022
Q1 | $20K | Hold |
1,300
| – | – | 0.01% | 359 |
|
|
2021
Q4 | $23K | Hold |
1,300
| – | – | 0.01% | 351 |
|
|
2021
Q3 | $27K | Hold |
1,300
| – | – | 0.01% | 327 |
|
|
2021
Q2 | $45K | Hold |
1,300
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $23K | Hold |
1,300
| – | – | 0.01% | 320 |
|
|
2020
Q4 | $23K | Hold |
1,300
| – | – | 0.01% | 296 |
|
|
2020
Q3 | $20K | Buy |
+1,300
| New | +$20K | 0.01% | 293 |
|