SWS PARTNERS – Transaction History
SWS PARTNERS portfolio value:
1.12M
portfolio value
SWS PARTNERS quarter portfolio value change:
+12.37%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -8.89% | -519 shares | 26K | 5.31K | |
| Q2 2022 | share | Increase | +0.29% | 17 shares | -621K | 5.83K | |
| Q1 2022 | share | Increase | +4.81% | 267 shares | -403K | 5.82K | |
| Q4 2021 | share | Increase | +2.55% | 138 shares | -2K | 5.55K | |
| Q3 2021 | share | Increase | +1.96% | 104 shares | 756K | 5.41K | |
| Q2 2021 | share | Increase | +2.00% | 104 shares | 266K | 5.31K | |
| Q1 2021 | share | Decrease | -38.92% | -3.31K shares | -896K | 5.20K | |
| Q4 2020 | share | Increase | +120.22% | 4.65K shares | 1.29M | 8.52K | |
| Q3 2020 | share | Increase | +11.84% | 410 shares | 92K | 3.87K | |
| Q2 2020 | share | Increase | +11.64% | 361 shares | 186K | 3.46K | |
| Q1 2020 | share | Decrease | -9.09% | -310 shares | 12K | 3.10K | |
| Q3 2019 | share | Decrease | -9.71% | -367 shares | -100K | 3.41K | |
| Q2 2019 | share | Increase | +27.21% | 808 shares | 250K | 3.77K | |
| Q4 2018 | share | Increase | +2.03% | 59 shares | -16K | 2.97K | |
| Q3 2018 | share | Increase | 0.00% | 2.91K shares | 280K | 2.91K |