SWA
ALEX
Sutton Wealth Advisors’s Alexander & Baldwin ALEX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,839
| Closed | -$53.2K | – | 830 |
|
2022
Q4 | $53.2K | Hold |
2,839
| – | – | 0.02% | 371 |
|
2022
Q3 | $47.1K | Hold |
2,839
| – | – | 0.02% | 388 |
|
2022
Q2 | $51K | Sell |
2,839
-25
| -0.9% | -$449 | 0.02% | 376 |
|
2022
Q1 | $66.4K | Buy |
2,864
+4
| +0.1% | +$93 | 0.02% | 330 |
|
2021
Q4 | $71.8K | Buy |
2,860
+21
| +0.7% | +$527 | 0.02% | 325 |
|
2021
Q3 | $66.5K | Hold |
2,839
| – | – | 0.02% | 326 |
|
2021
Q2 | $52K | Hold |
2,839
| – | – | 0.02% | 395 |
|
2021
Q1 | $47.7K | Hold |
2,839
| – | – | 0.02% | 406 |
|
2020
Q4 | $48.8K | Buy |
2,839
+1,193
| +72% | +$20.5K | 0.02% | 356 |
|
2020
Q3 | $18.5K | Sell |
1,646
-2,044
| -55% | -$22.9K | 0.01% | 569 |
|
2020
Q2 | $45K | Hold |
3,690
| – | – | 0.02% | 326 |
|
2020
Q1 | $41.4K | Buy |
3,690
+2,044
| +124% | +$22.9K | 0.03% | 304 |
|
2019
Q4 | $34.5K | Hold |
1,646
| – | – | 0.02% | 417 |
|
2019
Q3 | $40.3K | Hold |
1,646
| – | – | 0.02% | 357 |
|
2019
Q2 | $38K | Hold |
1,646
| – | – | 0.02% | 374 |
|
2019
Q1 | $41.9K | Hold |
1,646
| – | – | 0.02% | 342 |
|
2018
Q4 | $30.3K | Hold |
1,646
| – | – | 0.02% | 392 |
|
2018
Q3 | $37.3K | Hold |
1,646
| – | – | 0.02% | 363 |
|
2018
Q2 | $38.7K | Hold |
1,646
| – | – | 0.03% | 355 |
|
2018
Q1 | $38.1K | Hold |
1,646
| – | – | 0.03% | 347 |
|
2017
Q4 | $45.7K | Hold |
1,646
| – | – | 0.03% | 293 |
|
2017
Q3 | $76.3K | Hold |
1,646
| – | – | 0.06% | 211 |
|
2017
Q2 | $68.1K | Hold |
1,646
| – | – | 0.05% | 222 |
|
2017
Q1 | $73.3K | Hold |
1,646
| – | – | 0.06% | 209 |
|
2016
Q4 | $73.9K | Hold |
1,646
| – | – | 0.07% | 208 |
|
2016
Q3 | $63.2K | Hold |
1,646
| – | – | 0.06% | 218 |
|
2016
Q2 | $59.5K | Hold |
1,646
| – | – | 0.06% | 224 |
|
2016
Q1 | $60.4K | Buy |
+1,646
| New | +$60.4K | 0.06% | 224 |
|