SWM
SVA Wealth Management’s National Presto Industries NPK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,531
| Closed | -$224K | – | 204 |
|
|
2019
Q4 | $224K | Sell |
2,531
-394
| -13% | -$34.9K | 0.02% | 196 |
|
|
2019
Q3 | $261K | Hold |
2,925
| – | – | 0.03% | 180 |
|
|
2019
Q2 | $273K | Sell |
2,925
-300
| -9% | -$28K | 0.03% | 183 |
|
|
2019
Q1 | $350K | Sell |
3,225
-134
| -4% | -$14.5K | 0.03% | 174 |
|
|
2018
Q4 | $393K | Hold |
3,359
| – | – | 0.04% | 161 |
|
|
2018
Q3 | $435K | Sell |
3,359
-200
| -6% | -$25.9K | 0.04% | 160 |
|
|
2018
Q2 | $441K | Sell |
3,559
-250
| -7% | -$31K | 0.05% | 159 |
|
|
2018
Q1 | $405K | Buy |
3,809
+1,050
| +38% | +$112K | 0.05% | 156 |
|
|
2017
Q4 | $274K | Sell |
2,759
-1,050
| -28% | -$104K | 0.03% | 185 |
|
|
2017
Q3 | $405K | Hold |
3,809
| – | – | 0.05% | 156 |
|
|
2017
Q2 | $421K | Hold |
3,809
| – | – | 0.05% | 147 |
|
|
2017
Q1 | $389K | Hold |
3,809
| – | – | 0.05% | 147 |
|
|
2016
Q4 | $405K | Sell |
3,809
-200
| -5% | -$21.3K | 0.06% | 151 |
|
|
2016
Q3 | $352K | Hold |
4,009
| – | – | 0.05% | 155 |
|
|
2016
Q2 | $378K | Hold |
4,009
| – | – | 0.06% | 155 |
|
|
2016
Q1 | $336K | Hold |
4,009
| – | – | 0.06% | 164 |
|
|
2015
Q4 | $332K | Hold |
4,009
| – | – | 0.06% | 177 |
|
|
2015
Q3 | $338K | Hold |
4,009
| – | – | 0.06% | 167 |
|
|
2015
Q2 | $322K | Hold |
4,009
| – | – | 0.06% | 172 |
|
|
2015
Q1 | $254K | Buy |
+4,009
| New | +$254K | 0.05% | 189 |
|