SWA
Sutton Wealth Advisors’s Banc of California BANC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$96 | – | 881 |
|
|
2022
Q4 | $96 | Hold |
6
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q3 | $96 | Sell |
6
-615
| -99% | -$9.84K | ﹤0.01% | 1605 |
|
|
2022
Q2 | $10.9K | Sell |
621
-16
| -3% | -$282 | ﹤0.01% | 870 |
|
|
2022
Q1 | $12.3K | Buy |
637
+620
| +3,647% | +$12K | ﹤0.01% | 880 |
|
|
2021
Q4 | $334 | Buy |
+17
| New | +$334 | ﹤0.01% | 1590 |
|
|
2020
Q2 | – | Sell |
-388
| Closed | -$3.1K | – | 1208 |
|
|
2020
Q1 | $3.1K | Sell |
388
-220
| -36% | -$1.76K | ﹤0.01% | 967 |
|
|
2019
Q4 | $10.4K | Hold |
608
| – | – | 0.01% | 812 |
|
|
2019
Q3 | $8.6K | Hold |
608
| – | – | ﹤0.01% | 828 |
|
|
2019
Q2 | $8.49K | Buy |
+608
| New | +$8.49K | ﹤0.01% | 816 |
|
|
2019
Q1 | – | Sell |
-1,004
| Closed | -$13.4K | – | 1176 |
|
|
2018
Q4 | $13.4K | Hold |
1,004
| – | – | 0.01% | 666 |
|
|
2018
Q3 | $19K | Hold |
1,004
| – | – | 0.01% | 609 |
|
|
2018
Q2 | $19.6K | Hold |
1,004
| – | – | 0.01% | 596 |
|
|
2018
Q1 | $19.4K | Hold |
1,004
| – | – | 0.01% | 579 |
|
|
2017
Q4 | $20.7K | Hold |
1,004
| – | – | 0.02% | 550 |
|
|
2017
Q3 | $20.8K | Hold |
1,004
| – | – | 0.02% | 531 |
|
|
2017
Q2 | $21.6K | Hold |
1,004
| – | – | 0.02% | 490 |
|
|
2017
Q1 | $20.8K | Hold |
1,004
| – | – | 0.02% | 505 |
|
|
2016
Q4 | $17.4K | Buy |
1,004
+452
| +82% | +$7.84K | 0.02% | 538 |
|
|
2016
Q3 | $9.64K | Hold |
552
| – | – | 0.01% | 675 |
|
|
2016
Q2 | $9.99K | Buy |
+552
| New | +$9.99K | 0.01% | 632 |
|