SWA
Sutton Wealth Advisors’s Applied Optoelectronics AAOI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-727
| Closed | -$5.22K | – | 1668 |
|
|
2021
Q3 | $5.22K | Buy |
727
+135
| +23% | +$969 | ﹤0.01% | 1046 |
|
|
2021
Q2 | $5.01K | Hold |
592
| – | – | ﹤0.01% | 1045 |
|
|
2021
Q1 | $4.95K | Hold |
592
| – | – | ﹤0.01% | 1018 |
|
|
2020
Q4 | $5.04K | Hold |
592
| – | – | ﹤0.01% | 975 |
|
|
2020
Q3 | $6.66K | Hold |
592
| – | – | ﹤0.01% | 843 |
|
|
2020
Q2 | $6.44K | Buy |
+592
| New | +$6.44K | ﹤0.01% | 809 |
|
|
2020
Q1 | – | Sell |
-629
| Closed | -$7.47K | – | 1199 |
|
|
2019
Q4 | $7.47K | Hold |
629
| – | – | ﹤0.01% | 879 |
|
|
2019
Q3 | $7.06K | Hold |
629
| – | – | ﹤0.01% | 871 |
|
|
2019
Q2 | $6.47K | Buy |
+629
| New | +$6.47K | ﹤0.01% | 873 |
|
|
2019
Q1 | – | Sell |
-381
| Closed | -$5.88K | – | 1169 |
|
|
2018
Q4 | $5.88K | Buy |
381
+70
| +23% | +$1.08K | ﹤0.01% | 858 |
|
|
2018
Q3 | $7.67K | Hold |
311
| – | – | 0.01% | 836 |
|
|
2018
Q2 | $14K | Hold |
311
| – | – | 0.01% | 738 |
|
|
2018
Q1 | $7.79K | Sell |
311
-9
| -3% | -$226 | 0.01% | 870 |
|
|
2017
Q4 | $12.1K | Buy |
+320
| New | +$12.1K | 0.01% | 722 |
|
|
2017
Q3 | – | Sell |
-220
| Closed | -$13.6K | – | 1076 |
|
|
2017
Q2 | $13.6K | Buy |
+220
| New | +$13.6K | 0.01% | 668 |
|