SWA
Sutton Wealth Advisors’s Adtran ADTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-752
| Closed | -$14.1K | – | 818 |
|
|
2022
Q4 | $14.1K | Buy |
752
+235
| +45% | +$4.42K | 0.01% | 826 |
|
|
2022
Q3 | $10.1K | Buy |
517
+13
| +3% | +$255 | ﹤0.01% | 882 |
|
|
2022
Q2 | $8.84K | Sell |
504
-17
| -3% | -$298 | ﹤0.01% | 938 |
|
|
2022
Q1 | $9.61K | Buy |
521
+13
| +3% | +$240 | ﹤0.01% | 939 |
|
|
2021
Q4 | $11.6K | Buy |
508
+11
| +2% | +$251 | ﹤0.01% | 883 |
|
|
2021
Q3 | $9.32K | Hold |
497
| – | – | ﹤0.01% | 936 |
|
|
2021
Q2 | $10.3K | Hold |
497
| – | – | ﹤0.01% | 909 |
|
|
2021
Q1 | $8.29K | Hold |
497
| – | – | ﹤0.01% | 926 |
|
|
2020
Q4 | $7.34K | Hold |
497
| – | – | ﹤0.01% | 898 |
|
|
2020
Q3 | $5.1K | Hold |
497
| – | – | ﹤0.01% | 923 |
|
|
2020
Q2 | $5.43K | Buy |
+497
| New | +$5.43K | ﹤0.01% | 850 |
|
|
2019
Q4 | – | Sell |
-1,124
| Closed | -$12.8K | – | 1167 |
|
|
2019
Q3 | $12.8K | Hold |
1,124
| – | – | 0.01% | 719 |
|
|
2019
Q2 | $17.1K | Hold |
1,124
| – | – | 0.01% | 627 |
|
|
2019
Q1 | $15.4K | Buy |
+1,124
| New | +$15.4K | 0.01% | 662 |
|
|
2018
Q4 | – | Sell |
-841
| Closed | -$14.8K | – | 1130 |
|
|
2018
Q3 | $14.8K | Buy |
841
+393
| +88% | +$6.94K | 0.01% | 686 |
|
|
2018
Q2 | $6.65K | Sell |
448
-680
| -60% | -$10.1K | ﹤0.01% | 889 |
|
|
2018
Q1 | $17.5K | Hold |
1,128
| – | – | 0.01% | 621 |
|
|
2017
Q4 | $21.8K | Hold |
1,128
| – | – | 0.02% | 526 |
|
|
2017
Q3 | $27.1K | Hold |
1,128
| – | – | 0.02% | 442 |
|
|
2017
Q2 | $23.3K | Hold |
1,128
| – | – | 0.02% | 469 |
|
|
2017
Q1 | $23.4K | Hold |
1,128
| – | – | 0.02% | 459 |
|
|
2016
Q4 | $25.2K | Hold |
1,128
| – | – | 0.02% | 420 |
|
|
2016
Q3 | $21.6K | Hold |
1,128
| – | – | 0.02% | 441 |
|
|
2016
Q2 | $21K | Hold |
1,128
| – | – | 0.02% | 436 |
|
|
2016
Q1 | $22.8K | Buy |
+1,128
| New | +$22.8K | 0.02% | 402 |
|