SWA
Sutton Wealth Advisors’s Assured Guaranty AGO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,253
| Closed | -$327K | – | 823 |
|
|
2022
Q4 | $327K | Sell |
5,253
-23
| -0.4% | -$1.43K | 0.12% | 126 |
|
|
2022
Q3 | $256K | Hold |
5,276
| – | – | 0.1% | 143 |
|
|
2022
Q2 | $294K | Hold |
5,276
| – | – | 0.12% | 126 |
|
|
2022
Q1 | $336K | Hold |
5,276
| – | – | 0.12% | 124 |
|
|
2021
Q4 | $265K | Buy |
5,276
+17
| +0.3% | +$853 | 0.09% | 153 |
|
|
2021
Q3 | $246K | Hold |
5,259
| – | – | 0.09% | 156 |
|
|
2021
Q2 | $250K | Hold |
5,259
| – | – | 0.09% | 156 |
|
|
2021
Q1 | $222K | Hold |
5,259
| – | – | 0.09% | 162 |
|
|
2020
Q4 | $166K | Buy |
5,259
+1,634
| +45% | +$51.5K | 0.07% | 179 |
|
|
2020
Q3 | $77.9K | Hold |
3,625
| – | – | 0.04% | 233 |
|
|
2020
Q2 | $88.5K | Hold |
3,625
| – | – | 0.05% | 219 |
|
|
2020
Q1 | $93.5K | Hold |
3,625
| – | – | 0.06% | 200 |
|
|
2019
Q4 | $178K | Hold |
3,625
| – | – | 0.09% | 161 |
|
|
2019
Q3 | $161K | Hold |
3,625
| – | – | 0.09% | 169 |
|
|
2019
Q2 | $153K | Hold |
3,625
| – | – | 0.09% | 168 |
|
|
2019
Q1 | $161K | Hold |
3,625
| – | – | 0.09% | 160 |
|
|
2018
Q4 | $139K | Hold |
3,625
| – | – | 0.09% | 165 |
|
|
2018
Q3 | $153K | Hold |
3,625
| – | – | 0.1% | 152 |
|
|
2018
Q2 | $130K | Hold |
3,625
| – | – | 0.09% | 175 |
|
|
2018
Q1 | $131K | Hold |
3,625
| – | – | 0.09% | 168 |
|
|
2017
Q4 | $123K | Hold |
3,625
| – | – | 0.09% | 179 |
|
|
2017
Q3 | $137K | Hold |
3,625
| – | – | 0.1% | 160 |
|
|
2017
Q2 | $151K | Hold |
3,625
| – | – | 0.12% | 148 |
|
|
2017
Q1 | $135K | Hold |
3,625
| – | – | 0.11% | 154 |
|
|
2016
Q4 | $137K | Hold |
3,625
| – | – | 0.12% | 144 |
|
|
2016
Q3 | $101K | Hold |
3,625
| – | – | 0.09% | 180 |
|
|
2016
Q2 | $92K | Hold |
3,625
| – | – | 0.09% | 184 |
|
|
2016
Q1 | $91.7K | Buy |
+3,625
| New | +$91.7K | 0.09% | 189 |
|