SWA
Sutton Wealth Advisors’s Boise Cascade BCC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-629
| Closed | -$43.2K | – | 887 |
|
|
2022
Q4 | $43.2K | Hold |
629
| – | – | 0.02% | 432 |
|
|
2022
Q3 | $37.4K | Hold |
629
| – | – | 0.02% | 453 |
|
|
2022
Q2 | $37.4K | Sell |
629
-11
| -2% | -$654 | 0.01% | 459 |
|
|
2022
Q1 | $44.5K | Buy |
640
+3
| +0.5% | +$208 | 0.02% | 436 |
|
|
2021
Q4 | $45.4K | Buy |
637
+10
| +2% | +$712 | 0.02% | 446 |
|
|
2021
Q3 | $33.8K | Hold |
627
| – | – | 0.01% | 515 |
|
|
2021
Q2 | $36.6K | Hold |
627
| – | – | 0.01% | 499 |
|
|
2021
Q1 | $37.5K | Hold |
627
| – | – | 0.01% | 473 |
|
|
2020
Q4 | $30K | Hold |
627
| – | – | 0.01% | 492 |
|
|
2020
Q3 | $25K | Hold |
627
| – | – | 0.01% | 480 |
|
|
2020
Q2 | $23.6K | Hold |
627
| – | – | 0.01% | 491 |
|
|
2020
Q1 | $14.9K | Buy |
627
+151
| +32% | +$3.59K | 0.01% | 548 |
|
|
2019
Q4 | $17.4K | Hold |
476
| – | – | 0.01% | 658 |
|
|
2019
Q3 | $15.5K | Hold |
476
| – | – | 0.01% | 666 |
|
|
2019
Q2 | $13.4K | Hold |
476
| – | – | 0.01% | 696 |
|
|
2019
Q1 | $12.7K | Hold |
476
| – | – | 0.01% | 723 |
|
|
2018
Q4 | $11.4K | Hold |
476
| – | – | 0.01% | 705 |
|
|
2018
Q3 | $17.5K | Hold |
476
| – | – | 0.01% | 640 |
|
|
2018
Q2 | $21.3K | Hold |
476
| – | – | 0.01% | 568 |
|
|
2018
Q1 | $18.4K | Hold |
476
| – | – | 0.01% | 604 |
|
|
2017
Q4 | $19K | Hold |
476
| – | – | 0.01% | 572 |
|
|
2017
Q3 | $16.6K | Hold |
476
| – | – | 0.01% | 602 |
|
|
2017
Q2 | $14.5K | Hold |
476
| – | – | 0.01% | 650 |
|
|
2017
Q1 | $12.7K | Hold |
476
| – | – | 0.01% | 651 |
|
|
2016
Q4 | $10.7K | Hold |
476
| – | – | 0.01% | 672 |
|
|
2016
Q3 | $12.1K | Hold |
476
| – | – | 0.01% | 616 |
|
|
2016
Q2 | $10.9K | Hold |
476
| – | – | 0.01% | 607 |
|
|
2016
Q1 | $9.86K | Buy |
+476
| New | +$9.86K | 0.01% | 617 |
|