SWA
Sutton Wealth Advisors’s Associated Banc-Corp ASB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-111
| Closed | -$2K | – | 856 |
|
|
2023
Q1 | $2K | Sell |
111
-39
| -26% | -$701 | ﹤0.01% | 646 |
|
|
2022
Q4 | $3.46K | Sell |
150
-3
| -2% | -$69 | ﹤0.01% | 1142 |
|
|
2022
Q3 | $3.07K | Buy |
153
+42
| +38% | +$843 | ﹤0.01% | 1135 |
|
|
2022
Q2 | $2.03K | Sell |
111
-22
| -17% | -$402 | ﹤0.01% | 1182 |
|
|
2022
Q1 | $3.03K | Sell |
133
-88
| -40% | -$2K | ﹤0.01% | 1151 |
|
|
2021
Q4 | $4.99K | Buy |
221
+22
| +11% | +$497 | ﹤0.01% | 1072 |
|
|
2021
Q3 | $4.26K | Hold |
199
| – | – | ﹤0.01% | 1079 |
|
|
2021
Q2 | $4.08K | Hold |
199
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q1 | $4.25K | Hold |
199
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q4 | $3.39K | Buy |
+199
| New | +$3.39K | ﹤0.01% | 1037 |
|
|
2018
Q4 | – | Sell |
-438
| Closed | -$11.4K | – | 1136 |
|
|
2018
Q3 | $11.4K | Hold |
438
| – | – | 0.01% | 763 |
|
|
2018
Q2 | $12K | Sell |
438
-238
| -35% | -$6.5K | 0.01% | 791 |
|
|
2018
Q1 | $16.8K | Buy |
+676
| New | +$16.8K | 0.01% | 639 |
|