Stratos Wealth Partners’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-30,130
| Closed | -$468K | – | 1114 |
|
2020
Q3 | $468K | Buy |
+30,130
| New | +$468K | 0.02% | 642 |
|
2018
Q4 | – | Sell |
-4,602
| Closed | -$55K | – | 2305 |
|
2018
Q3 | $55K | Buy |
+4,602
| New | +$55K | ﹤0.01% | 1414 |
|
2018
Q2 | – | Sell |
-6,345
| Closed | -$50K | – | 2386 |
|
2018
Q1 | $50K | Buy |
6,345
+130
| +2% | +$1.02K | ﹤0.01% | 1578 |
|
2017
Q4 | $61K | Buy |
+6,215
| New | +$61K | ﹤0.01% | 1422 |
|