SWA
Sutton Wealth Advisors’s Acadia Realty Trust AKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,174
| Closed | -$45.5K | – | 829 |
|
|
2022
Q4 | $45.5K | Buy |
+3,174
| New | +$45.5K | 0.02% | 417 |
|
|
2022
Q3 | – | Sell |
-785
| Closed | -$12.3K | – | 1636 |
|
|
2022
Q2 | $12.3K | Buy |
785
+761
| +3,171% | +$11.9K | ﹤0.01% | 836 |
|
|
2022
Q1 | $520 | Sell |
24
-570
| -96% | -$12.4K | ﹤0.01% | 1479 |
|
|
2021
Q4 | $13K | Buy |
594
+197
| +50% | +$4.3K | ﹤0.01% | 848 |
|
|
2021
Q3 | $8.1K | Sell |
397
-73
| -16% | -$1.49K | ﹤0.01% | 978 |
|
|
2021
Q2 | $10.3K | Buy |
+470
| New | +$10.3K | ﹤0.01% | 906 |
|
|
2020
Q4 | – | Sell |
-792
| Closed | -$8.32K | – | 1231 |
|
|
2020
Q3 | $8.32K | Sell |
792
-1,510
| -66% | -$15.9K | ﹤0.01% | 795 |
|
|
2020
Q2 | $29.9K | Buy |
2,302
+2,083
| +951% | +$27K | 0.02% | 424 |
|
|
2020
Q1 | $2.71K | Sell |
219
-934
| -81% | -$11.6K | ﹤0.01% | 985 |
|
|
2019
Q4 | $29.9K | Buy |
1,153
+135
| +13% | +$3.5K | 0.02% | 455 |
|
|
2019
Q3 | $29.1K | Hold |
1,018
| – | – | 0.02% | 460 |
|
|
2019
Q2 | $27.9K | Hold |
1,018
| – | – | 0.02% | 475 |
|
|
2019
Q1 | $27.8K | Hold |
1,018
| – | – | 0.02% | 472 |
|
|
2018
Q4 | $24.2K | Hold |
1,018
| – | – | 0.02% | 467 |
|
|
2018
Q3 | $28.5K | Hold |
1,018
| – | – | 0.02% | 461 |
|
|
2018
Q2 | $27.9K | Sell |
1,018
-408
| -29% | -$11.2K | 0.02% | 464 |
|
|
2018
Q1 | $35.1K | Buy |
1,426
+80
| +6% | +$1.97K | 0.03% | 372 |
|
|
2017
Q4 | $36.8K | Buy |
1,346
+776
| +136% | +$21.2K | 0.03% | 357 |
|
|
2017
Q3 | $16.3K | Buy |
570
+64
| +13% | +$1.83K | 0.01% | 607 |
|
|
2017
Q2 | $14.1K | Sell |
506
-341
| -40% | -$9.48K | 0.01% | 655 |
|
|
2017
Q1 | $25.5K | Buy |
847
+506
| +148% | +$15.2K | 0.02% | 425 |
|
|
2016
Q4 | $11.1K | Sell |
341
-491
| -59% | -$16K | 0.01% | 662 |
|
|
2016
Q3 | $30.2K | Hold |
832
| – | – | 0.03% | 349 |
|
|
2016
Q2 | $29.6K | Hold |
832
| – | – | 0.03% | 342 |
|
|
2016
Q1 | $29.2K | Buy |
+832
| New | +$29.2K | 0.03% | 342 |
|