SWA
BFS
Sutton Wealth Advisors’s Saul Centers BFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-571
| Closed | -$23.2K | – | 893 |
|
|
2022
Q4 | $23.2K | Hold |
571
| – | – | 0.01% | 642 |
|
|
2022
Q3 | $21.4K | Sell |
571
-13
| -2% | -$488 | 0.01% | 639 |
|
|
2022
Q2 | $27.5K | Buy |
584
+13
| +2% | +$612 | 0.01% | 560 |
|
|
2022
Q1 | $30.1K | Sell |
571
-4
| -0.7% | -$211 | 0.01% | 575 |
|
|
2021
Q4 | $30.5K | Buy |
575
+4
| +0.7% | +$212 | 0.01% | 574 |
|
|
2021
Q3 | $25.2K | Hold |
571
| – | – | 0.01% | 626 |
|
|
2021
Q2 | $26K | Hold |
571
| – | – | 0.01% | 624 |
|
|
2021
Q1 | $22.9K | Hold |
571
| – | – | 0.01% | 634 |
|
|
2020
Q4 | $18.1K | Buy |
+571
| New | +$18.1K | 0.01% | 651 |
|
|
2020
Q3 | – | Sell |
-151
| Closed | -$4.87K | – | 1219 |
|
|
2020
Q2 | $4.87K | Buy |
151
+31
| +26% | +$1K | ﹤0.01% | 900 |
|
|
2020
Q1 | $3.93K | Sell |
120
-34
| -22% | -$1.11K | ﹤0.01% | 898 |
|
|
2019
Q4 | $8.13K | Buy |
154
+46
| +43% | +$2.43K | ﹤0.01% | 866 |
|
|
2019
Q3 | $5.89K | Hold |
108
| – | – | ﹤0.01% | 915 |
|
|
2019
Q2 | $6.06K | Hold |
108
| – | – | ﹤0.01% | 894 |
|
|
2019
Q1 | $5.55K | Buy |
+108
| New | +$5.55K | ﹤0.01% | 918 |
|