WFG Advisors’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $88K | Buy |
5,184
+1,483
| +40% | +$25.2K | 0.02% | 557 |
|
|
2017
Q1 | $56K | Buy |
+3,701
| New | +$56K | 0.01% | 631 |
|
|
2016
Q4 | – | Sell |
-651
| Closed | -$13K | – | 1708 |
|
|
2016
Q3 | $13K | Hold |
651
| – | – | ﹤0.01% | 1054 |
|
|
2016
Q2 | $14K | Sell |
651
-8,196
| -93% | -$176K | ﹤0.01% | 1003 |
|
|
2016
Q1 | $181K | Buy |
+8,847
| New | +$181K | 0.05% | 323 |
|
|
2015
Q1 | – | Sell |
-5,659
| Closed | -$41K | – | 2053 |
|
|
2014
Q4 | $41K | Sell |
5,659
-3,189
| -36% | -$23.1K | 0.01% | 957 |
|
|
2014
Q3 | $64K | Buy |
8,848
+2,602
| +42% | +$18.8K | 0.01% | 831 |
|
|
2014
Q2 | $70K | Hold |
6,246
| – | – | 0.01% | 784 |
|
|
2014
Q1 | $70K | Buy |
6,246
+260
| +4% | +$2.91K | 0.01% | 770 |
|
|
2013
Q4 | $62K | Buy |
5,986
+2,929
| +96% | +$30.3K | 0.01% | 915 |
|
|
2013
Q3 | $26K | Hold |
3,057
| – | – | ﹤0.01% | 1170 |
|
|
2013
Q2 | $23K | Buy |
+3,057
| New | +$23K | ﹤0.01% | 1172 |
|