Stoneridge Investment Partners’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
Q1 | – | Sell |
-56,684
| Closed | -$1.38M | – | 383 |
|
2016
Q4 | $1.38M | Sell |
56,684
-13,971
| -20% | -$340K | 0.19% | 147 |
|
2016
Q3 | $1.52M | Sell |
70,655
-54,674
| -44% | -$1.17M | 0.22% | 143 |
|
2016
Q2 | $1.93M | Buy |
125,329
+12,641
| +11% | +$195K | 0.29% | 109 |
|
2016
Q1 | $2.1M | Buy |
112,688
+30,493
| +37% | +$568K | 0.31% | 103 |
|
2015
Q4 | $1.14M | Sell |
82,195
-24,225
| -23% | -$335K | 0.15% | 154 |
|
2015
Q3 | $1.6M | Buy |
+106,420
| New | +$1.6M | 0.22% | 128 |
|