SWA
Sutton Wealth Advisors’s AptarGroup ATR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.25K | Hold |
34
| – | – | ﹤0.01% | 612 |
|
|
2023
Q2 | $3.94K | Hold |
34
| – | – | ﹤0.01% | 599 |
|
|
2023
Q1 | $4.02K | Sell |
34
-793
| -96% | -$93.7K | ﹤0.01% | 549 |
|
|
2022
Q4 | $91K | Sell |
827
-4
| -0.5% | -$440 | 0.03% | 262 |
|
|
2022
Q3 | $79K | Sell |
831
-3
| -0.4% | -$285 | 0.03% | 281 |
|
|
2022
Q2 | $86.1K | Hold |
834
| – | – | 0.03% | 260 |
|
|
2022
Q1 | $98K | Buy |
834
+5
| +0.6% | +$588 | 0.03% | 254 |
|
|
2021
Q4 | $102K | Buy |
829
+7
| +0.9% | +$857 | 0.03% | 260 |
|
|
2021
Q3 | $98.1K | Hold |
822
| – | – | 0.04% | 251 |
|
|
2021
Q2 | $116K | Sell |
822
-1
| -0.1% | -$141 | 0.04% | 236 |
|
|
2021
Q1 | $117K | Hold |
823
| – | – | 0.05% | 222 |
|
|
2020
Q4 | $113K | Hold |
823
| – | – | 0.05% | 215 |
|
|
2020
Q3 | $93.2K | Hold |
823
| – | – | 0.05% | 218 |
|
|
2020
Q2 | $92.2K | Buy |
823
+3
| +0.4% | +$336 | 0.05% | 216 |
|
|
2020
Q1 | $81.6K | Buy |
820
+18
| +2% | +$1.79K | 0.05% | 208 |
|
|
2019
Q4 | $92.7K | Hold |
802
| – | – | 0.05% | 222 |
|
|
2019
Q3 | $95K | Hold |
802
| – | – | 0.05% | 216 |
|
|
2019
Q2 | $99.7K | Hold |
802
| – | – | 0.06% | 211 |
|
|
2019
Q1 | $85.3K | Buy |
802
+8
| +1% | +$851 | 0.05% | 227 |
|
|
2018
Q4 | $74.7K | Hold |
794
| – | – | 0.05% | 226 |
|
|
2018
Q3 | $85.5K | Hold |
794
| – | – | 0.06% | 212 |
|
|
2018
Q2 | $74.1K | Hold |
794
| – | – | 0.05% | 225 |
|
|
2018
Q1 | $71.3K | Hold |
794
| – | – | 0.05% | 227 |
|
|
2017
Q4 | $68.5K | Hold |
794
| – | – | 0.05% | 224 |
|
|
2017
Q3 | $68.5K | Hold |
794
| – | – | 0.05% | 225 |
|
|
2017
Q2 | $69K | Hold |
794
| – | – | 0.05% | 219 |
|
|
2017
Q1 | $61.1K | Hold |
794
| – | – | 0.05% | 230 |
|
|
2016
Q4 | $58.3K | Hold |
794
| – | – | 0.05% | 239 |
|
|
2016
Q3 | $61.5K | Hold |
794
| – | – | 0.06% | 222 |
|
|
2016
Q2 | $62.8K | Hold |
794
| – | – | 0.06% | 217 |
|
|
2016
Q1 | $62.3K | Buy |
+794
| New | +$62.3K | 0.06% | 221 |
|