SWA
Sutton Wealth Advisors’s Affiliated Managers Group AMG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-905
| Closed | -$143K | – | 837 |
|
|
2022
Q4 | $143K | Hold |
905
| – | – | 0.05% | 208 |
|
|
2022
Q3 | $101K | Buy |
905
+6
| +0.7% | +$671 | 0.04% | 248 |
|
|
2022
Q2 | $105K | Buy |
899
+1
| +0.1% | +$117 | 0.04% | 235 |
|
|
2022
Q1 | $127K | Sell |
898
-5
| -0.6% | -$705 | 0.04% | 222 |
|
|
2021
Q4 | $149K | Buy |
903
+5
| +0.6% | +$823 | 0.05% | 212 |
|
|
2021
Q3 | $136K | Hold |
898
| – | – | 0.05% | 213 |
|
|
2021
Q2 | $138K | Hold |
898
| – | – | 0.05% | 212 |
|
|
2021
Q1 | $134K | Hold |
898
| – | – | 0.05% | 211 |
|
|
2020
Q4 | $91.3K | Hold |
898
| – | – | 0.04% | 238 |
|
|
2020
Q3 | $61.4K | Hold |
898
| – | – | 0.03% | 267 |
|
|
2020
Q2 | $67K | Hold |
898
| – | – | 0.04% | 248 |
|
|
2020
Q1 | $53.1K | Hold |
898
| – | – | 0.03% | 256 |
|
|
2019
Q4 | $76.1K | Hold |
898
| – | – | 0.04% | 242 |
|
|
2019
Q3 | $74.8K | Hold |
898
| – | – | 0.04% | 239 |
|
|
2019
Q2 | $82.7K | Hold |
898
| – | – | 0.05% | 230 |
|
|
2019
Q1 | $96.2K | Hold |
898
| – | – | 0.06% | 211 |
|
|
2018
Q4 | $87.5K | Sell |
898
-4
| -0.4% | -$390 | 0.06% | 207 |
|
|
2018
Q3 | $123K | Hold |
902
| – | – | 0.08% | 177 |
|
|
2018
Q2 | $134K | Hold |
902
| – | – | 0.09% | 168 |
|
|
2018
Q1 | $171K | Hold |
902
| – | – | 0.12% | 138 |
|
|
2017
Q4 | $185K | Hold |
902
| – | – | 0.14% | 137 |
|
|
2017
Q3 | $171K | Hold |
902
| – | – | 0.13% | 137 |
|
|
2017
Q2 | $150K | Hold |
902
| – | – | 0.12% | 150 |
|
|
2017
Q1 | $148K | Hold |
902
| – | – | 0.12% | 144 |
|
|
2016
Q4 | $131K | Hold |
902
| – | – | 0.12% | 149 |
|
|
2016
Q3 | $131K | Hold |
902
| – | – | 0.12% | 147 |
|
|
2016
Q2 | $127K | Hold |
902
| – | – | 0.12% | 146 |
|
|
2016
Q1 | $146K | Buy |
+902
| New | +$146K | 0.14% | 129 |
|