Summit Securities Group’s SolarWinds Corporation Common Stock SWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,303
| Closed | -$42.4K | – | 1339 |
|
|
2025
Q1 | $42.4K | Buy |
+2,303
| New | +$42.4K | 0.01% | 238 |
|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$13K | – | 838 |
|
|
2024
Q3 | $13K | Sell |
1,000
-1,000
| -50% | -$13K | ﹤0.01% | 250 |
|
|
2024
Q2 | $24K | Hold |
2,000
| – | – | ﹤0.01% | 258 |
|
|
2024
Q1 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $25K | Buy |
+2,000
| New | +$25K | ﹤0.01% | 272 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | – | – | 1203 |
|
|
2022
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1229 |
|