Walled Lake Planning & Wealth Management’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	-342	Closed	-$5K	–	351
2020 Q3	$5K	Sell	342 -309	-47%	-$4.52K	﹤0.01%	257
2020 Q2	$11K	Sell	651 -4,553	-87%	-$76.9K	0.01%	193
2020 Q1	$33K	Hold	5,204	–	–	0.03%	126
2019 Q4	$37K	Buy	+5,204	New	+$37K	0.03%	131