SWA
Sutton Wealth Advisors’s Brunswick BC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$937 | – | 886 |
|
|
2022
Q4 | $937 | Sell |
13
-2
| -13% | -$144 | ﹤0.01% | 1344 |
|
|
2022
Q3 | $982 | Buy |
15
+8
| +114% | +$524 | ﹤0.01% | 1303 |
|
|
2022
Q2 | $458 | Sell |
7
-5
| -42% | -$327 | ﹤0.01% | 1478 |
|
|
2022
Q1 | $971 | Buy |
12
+3
| +33% | +$243 | ﹤0.01% | 1350 |
|
|
2021
Q4 | $907 | Buy |
+9
| New | +$907 | ﹤0.01% | 1351 |
|