SWA
Sutton Wealth Advisors’s Ashland ASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$860 | – | 863 |
|
|
2022
Q4 | $860 | Hold |
8
| – | – | ﹤0.01% | 1366 |
|
|
2022
Q3 | $760 | Buy |
8
+7
| +700% | +$665 | ﹤0.01% | 1371 |
|
|
2022
Q2 | $103 | Buy |
+1
| New | +$103 | ﹤0.01% | 1617 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$754 | – | 1635 |
|
|
2021
Q4 | $754 | Buy |
+7
| New | +$754 | ﹤0.01% | 1410 |
|