SWA
Sutton Wealth Advisors’s Advanced Energy AEIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-906
| Closed | -$77.7K | – | 820 |
|
|
2022
Q4 | $77.7K | Hold |
906
| – | – | 0.03% | 290 |
|
|
2022
Q3 | $70.1K | Sell |
906
-2
| -0.2% | -$155 | 0.03% | 309 |
|
|
2022
Q2 | $66.3K | Sell |
908
-1
| -0.1% | -$73 | 0.03% | 314 |
|
|
2022
Q1 | $78.2K | Buy |
909
+5
| +0.6% | +$430 | 0.03% | 296 |
|
|
2021
Q4 | $82.3K | Buy |
904
+10
| +1% | +$911 | 0.03% | 298 |
|
|
2021
Q3 | $78.4K | Hold |
894
| – | – | 0.03% | 286 |
|
|
2021
Q2 | $101K | Hold |
894
| – | – | 0.04% | 249 |
|
|
2021
Q1 | $97.6K | Hold |
894
| – | – | 0.04% | 245 |
|
|
2020
Q4 | $86.7K | Hold |
894
| – | – | 0.04% | 243 |
|
|
2020
Q3 | $56.3K | Hold |
894
| – | – | 0.03% | 284 |
|
|
2020
Q2 | $60.6K | Hold |
894
| – | – | 0.03% | 261 |
|
|
2020
Q1 | $43.4K | Hold |
894
| – | – | 0.03% | 294 |
|
|
2019
Q4 | $63.7K | Hold |
894
| – | – | 0.03% | 267 |
|
|
2019
Q3 | $51.3K | Hold |
894
| – | – | 0.03% | 297 |
|
|
2019
Q2 | $50.3K | Hold |
894
| – | – | 0.03% | 300 |
|
|
2019
Q1 | $44.4K | Hold |
894
| – | – | 0.03% | 325 |
|
|
2018
Q4 | $38.4K | Hold |
894
| – | – | 0.02% | 328 |
|
|
2018
Q3 | $46.2K | Hold |
894
| – | – | 0.03% | 307 |
|
|
2018
Q2 | $51.9K | Hold |
894
| – | – | 0.04% | 275 |
|
|
2018
Q1 | $57.1K | Hold |
894
| – | – | 0.04% | 251 |
|
|
2017
Q4 | $60.3K | Sell |
894
-15
| -2% | -$1.01K | 0.04% | 245 |
|
|
2017
Q3 | $73.4K | Hold |
909
| – | – | 0.06% | 217 |
|
|
2017
Q2 | $58.8K | Sell |
909
-31
| -3% | -$2.01K | 0.05% | 243 |
|
|
2017
Q1 | $64.4K | Sell |
940
-14
| -1% | -$960 | 0.05% | 223 |
|
|
2016
Q4 | $52.2K | Hold |
954
| – | – | 0.05% | 259 |
|
|
2016
Q3 | $45.1K | Hold |
954
| – | – | 0.04% | 276 |
|
|
2016
Q2 | $36.2K | Hold |
954
| – | – | 0.03% | 296 |
|
|
2016
Q1 | $33.2K | Buy |
+954
| New | +$33.2K | 0.03% | 314 |
|