SWA
Sutton Wealth Advisors’s Apogee Enterprises APOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$89 | – | 851 |
|
|
2022
Q4 | $89 | Hold |
2
| – | – | ﹤0.01% | 1643 |
|
|
2022
Q3 | $76 | Hold |
2
| – | – | ﹤0.01% | 1627 |
|
|
2022
Q2 | $78 | Sell |
2
-8
| -80% | -$312 | ﹤0.01% | 1634 |
|
|
2022
Q1 | $475 | Buy |
10
+5
| +100% | +$238 | ﹤0.01% | 1493 |
|
|
2021
Q4 | $241 | Buy |
+5
| New | +$241 | ﹤0.01% | 1619 |
|
|
2020
Q3 | – | Sell |
-223
| Closed | -$5.14K | – | 1218 |
|
|
2020
Q2 | $5.14K | Buy |
223
+19
| +9% | +$438 | ﹤0.01% | 876 |
|
|
2020
Q1 | $4.25K | Sell |
204
-673
| -77% | -$14K | ﹤0.01% | 872 |
|
|
2019
Q4 | $28.5K | Hold |
877
| – | – | 0.01% | 470 |
|
|
2019
Q3 | $34.2K | Hold |
877
| – | – | 0.02% | 410 |
|
|
2019
Q2 | $38.1K | Hold |
877
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $32.9K | Buy |
+877
| New | +$32.9K | 0.02% | 409 |
|
|
2018
Q4 | – | Sell |
-564
| Closed | -$23.3K | – | 1134 |
|
|
2018
Q3 | $23.3K | Hold |
564
| – | – | 0.02% | 533 |
|
|
2018
Q2 | $27.2K | Hold |
564
| – | – | 0.02% | 473 |
|
|
2018
Q1 | $24.4K | Hold |
564
| – | – | 0.02% | 493 |
|
|
2017
Q4 | $25.8K | Hold |
564
| – | – | 0.02% | 463 |
|
|
2017
Q3 | $27.2K | Hold |
564
| – | – | 0.02% | 440 |
|
|
2017
Q2 | $32.1K | Hold |
564
| – | – | 0.03% | 372 |
|
|
2017
Q1 | $33.6K | Hold |
564
| – | – | 0.03% | 349 |
|
|
2016
Q4 | $30.2K | Hold |
564
| – | – | 0.03% | 367 |
|
|
2016
Q3 | $25.2K | Hold |
564
| – | – | 0.02% | 397 |
|
|
2016
Q2 | $26.1K | Hold |
564
| – | – | 0.02% | 375 |
|
|
2016
Q1 | $24.8K | Buy |
+564
| New | +$24.8K | 0.02% | 383 |
|