United Capital Financial Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,934
| Closed | -$347K | – | 1062 |
|
|
2022
Q4 | $347K | Sell |
39,934
-7,614
| -16% | -$66.1K | ﹤0.01% | 842 |
|
|
2022
Q3 | $493K | Buy |
47,548
+1,331
| +3% | +$13.8K | ﹤0.01% | 767 |
|
|
2022
Q2 | $607K | Sell |
46,217
-1,294
| -3% | -$17K | ﹤0.01% | 751 |
|
|
2022
Q1 | $719K | Buy |
47,511
+46
| +0.1% | +$696 | ﹤0.01% | 749 |
|
|
2021
Q4 | $845K | Sell |
47,465
-2,815
| -6% | -$50.1K | ﹤0.01% | 721 |
|
|
2021
Q3 | $1.04M | Sell |
50,280
-240
| -0.5% | -$4.98K | 0.01% | 663 |
|
|
2021
Q2 | $1.75M | Sell |
50,520
-335
| -0.7% | -$11.6K | 0.01% | 566 |
|
|
2021
Q1 | $887K | Sell |
50,855
-585
| -1% | -$10.2K | ﹤0.01% | 696 |
|
|
2020
Q4 | $913K | Buy |
51,440
+15
| +0% | +$266 | 0.01% | 695 |
|
|
2020
Q3 | $798K | Buy |
+51,425
| New | +$798K | 0.01% | 714 |
|