SWA
Sutton Wealth Advisors’s Berkshire Hills Bancorp BHLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,040
| Closed | -$61K | – | 896 |
|
|
2022
Q4 | $61K | Hold |
2,040
| – | – | 0.02% | 335 |
|
|
2022
Q3 | $55.7K | Sell |
2,040
-104
| -5% | -$2.84K | 0.02% | 356 |
|
|
2022
Q2 | $53.1K | Sell |
2,144
-1
| -0% | -$25 | 0.02% | 368 |
|
|
2022
Q1 | $62.1K | Sell |
2,145
-192
| -8% | -$5.56K | 0.02% | 347 |
|
|
2021
Q4 | $66.4K | Buy |
2,337
+14
| +0.6% | +$398 | 0.02% | 341 |
|
|
2021
Q3 | $62.7K | Sell |
2,323
-9
| -0.4% | -$243 | 0.02% | 339 |
|
|
2021
Q2 | $63.9K | Sell |
2,332
-436
| -16% | -$12K | 0.02% | 342 |
|
|
2021
Q1 | $61.8K | Sell |
2,768
-468
| -14% | -$10.4K | 0.02% | 341 |
|
|
2020
Q4 | $55.4K | Hold |
3,236
| – | – | 0.02% | 332 |
|
|
2020
Q3 | $32.7K | Buy |
+3,236
| New | +$32.7K | 0.02% | 413 |
|
|
2020
Q1 | – | Sell |
-543
| Closed | -$17.9K | – | 1206 |
|
|
2019
Q4 | $17.9K | Buy |
543
+169
| +45% | +$5.56K | 0.01% | 648 |
|
|
2019
Q3 | $11K | Buy |
+374
| New | +$11K | 0.01% | 767 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1171 |
|
|
2019
Q1 | – | Sell |
-669
| Closed | -$18K | – | 1177 |
|
|
2018
Q4 | $18K | Buy |
+669
| New | +$18K | 0.01% | 556 |
|