WR Wealth Planners’s Smith & Wesson SWBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19
| Closed | -$272 | – | 1204 |
|
|
2024
Q2 | $272 | Hold |
19
| – | – | ﹤0.01% | 1096 |
|
|
2024
Q1 | $330 | Buy |
+19
| New | +$330 | ﹤0.01% | 1093 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$245 | – | 778 |
|
|
2023
Q3 | $245 | Hold |
19
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $248 | Hold |
19
| – | – | ﹤0.01% | 864 |
|
|
2023
Q1 | $234 | Hold |
19
| – | – | ﹤0.01% | 888 |
|
|
2022
Q4 | $165 | Hold |
19
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $197 | Hold |
19
| – | – | ﹤0.01% | 484 |
|
|
2022
Q2 | $249 | Hold |
19
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $287 | Buy |
+19
| New | +$287 | ﹤0.01% | 495 |
|