SWA
Sutton Wealth Advisors’s BILL Holdings BILL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$872 | – | 897 |
|
|
2022
Q4 | $872 | Hold |
8
| – | – | ﹤0.01% | 1363 |
|
|
2022
Q3 | $1.06K | Hold |
8
| – | – | ﹤0.01% | 1277 |
|
|
2022
Q2 | $880 | Buy |
8
+3
| +60% | +$330 | ﹤0.01% | 1319 |
|
|
2022
Q1 | $1.13K | Hold |
5
| – | – | ﹤0.01% | 1313 |
|
|
2021
Q4 | $1.25K | Hold |
5
| – | – | ﹤0.01% | 1276 |
|
|
2021
Q3 | $1.34K | Buy |
+5
| New | +$1.34K | ﹤0.01% | 1222 |
|