SWA
Sutton Wealth Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.9K | Buy |
461
+10
| +2% | +$606 | 0.01% | 308 |
|
|
2023
Q2 | $26K | Hold |
451
| – | – | 0.01% | 315 |
|
|
2023
Q1 | $22.7K | Sell |
451
-19
| -4% | -$957 | 0.01% | 294 |
|
|
2022
Q4 | $29.7K | Sell |
470
-77
| -14% | -$4.87K | 0.01% | 555 |
|
|
2022
Q3 | $26K | Buy |
547
+84
| +18% | +$3.99K | 0.01% | 577 |
|
|
2022
Q2 | $23.7K | Sell |
463
-2,082
| -82% | -$106K | 0.01% | 615 |
|
|
2022
Q1 | $160K | Buy |
2,545
+24
| +1% | +$1.51K | 0.06% | 197 |
|
|
2021
Q4 | $143K | Sell |
2,521
-9
| -0.4% | -$512 | 0.05% | 215 |
|
|
2021
Q3 | $139K | Buy |
2,530
+9
| +0.4% | +$494 | 0.05% | 210 |
|
|
2021
Q2 | $120K | Hold |
2,521
| – | – | 0.04% | 228 |
|
|
2021
Q1 | $116K | Buy |
2,521
+12
| +0.5% | +$555 | 0.05% | 223 |
|
|
2020
Q4 | $95K | Buy |
2,509
+34
| +1% | +$1.29K | 0.04% | 230 |
|
|
2020
Q3 | $68.1K | Hold |
2,475
| – | – | 0.03% | 251 |
|
|
2020
Q2 | $77.2K | Buy |
2,475
+71
| +3% | +$2.21K | 0.04% | 230 |
|
|
2020
Q1 | $58.3K | Sell |
2,404
-67
| -3% | -$1.63K | 0.04% | 243 |
|
|
2019
Q4 | $127K | Sell |
2,471
-5
| -0.2% | -$257 | 0.07% | 191 |
|
|
2019
Q3 | $138K | Hold |
2,476
| – | – | 0.08% | 181 |
|
|
2019
Q2 | $132K | Buy |
2,476
+61
| +3% | +$3.25K | 0.08% | 180 |
|
|
2019
Q1 | $104K | Sell |
2,415
-544
| -18% | -$23.4K | 0.06% | 205 |
|
|
2018
Q4 | $117K | Sell |
2,959
-343
| -10% | -$13.5K | 0.08% | 178 |
|
|
2018
Q3 | $176K | Hold |
3,302
| – | – | 0.12% | 139 |
|
|
2018
Q2 | $175K | Hold |
3,302
| – | – | 0.12% | 135 |
|
|
2018
Q1 | $180K | Sell |
3,302
-23
| -0.7% | -$1.25K | 0.13% | 133 |
|
|
2017
Q4 | $198K | Hold |
3,325
| – | – | 0.15% | 127 |
|
|
2017
Q3 | $204K | Hold |
3,325
| – | – | 0.16% | 114 |
|
|
2017
Q2 | $208K | Buy |
3,325
+10
| +0.3% | +$625 | 0.16% | 107 |
|
|
2017
Q1 | $207K | Hold |
3,315
| – | – | 0.17% | 102 |
|
|
2016
Q4 | $217K | Hold |
3,315
| – | – | 0.19% | 89 |
|
|
2016
Q3 | $197K | Buy |
3,315
+70
| +2% | +$4.15K | 0.18% | 95 |
|
|
2016
Q2 | $172K | Hold |
3,245
| – | – | 0.16% | 108 |
|
|
2016
Q1 | $175K | Buy |
+3,245
| New | +$175K | 0.17% | 102 |
|