Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-251
| Closed | -$4K | – | 1572 |
|
|
2021
Q1 | $4K | Buy |
251
+1
| +0.4% | +$16 | ﹤0.01% | 1556 |
|
|
2020
Q4 | $4K | Buy |
250
+215
| +614% | +$3.44K | ﹤0.01% | 1402 |
|
|
2020
Q3 | $1K | Sell |
35
-141
| -80% | -$4.03K | ﹤0.01% | 1481 |
|
|
2020
Q2 | $3K | Buy |
176
+130
| +283% | +$2.22K | ﹤0.01% | 1612 |
|
|
2020
Q1 | $0 | Hold |
46
| – | – | ﹤0.01% | 1858 |
|
|
2019
Q4 | $0 | Hold |
46
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q3 | $0 | Hold |
46
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q2 | $0 | Hold |
46
| – | – | ﹤0.01% | 1646 |
|
|
2019
Q1 | $0 | Hold |
46
| – | – | ﹤0.01% | 1667 |
|
|
2018
Q4 | $0 | Hold |
46
| – | – | ﹤0.01% | 1701 |
|
|
2018
Q3 | $0 | Hold |
46
| – | – | ﹤0.01% | 1853 |
|
|
2018
Q2 | $0 | Sell |
46
-325
| -88% | – | ﹤0.01% | 1739 |
|
|
2018
Q1 | $3K | Sell |
371
-325
| -47% | -$2.63K | ﹤0.01% | 1272 |
|
|
2017
Q4 | $7K | Hold |
696
| – | – | ﹤0.01% | 928 |
|
|
2017
Q3 | $8K | Buy |
+696
| New | +$8K | ﹤0.01% | 758 |
|