SWM
Strategic Wealth Management’s Garmin GRMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-16,675
| Closed | -$733K | – | 22 |
|
|
2015
Q2 | $733K | Buy |
16,675
+168
| +1% | +$7.39K | 0.85% | 27 |
|
|
2015
Q1 | $784K | Hold |
16,507
| – | – | 0.78% | 25 |
|
|
2014
Q4 | $872K | Sell |
16,507
-1,333
| -7% | -$70.4K | 0.85% | 24 |
|
|
2014
Q3 | $928K | Buy |
+17,840
| New | +$928K | 0.97% | 25 |
|