SWA

Sutton Wealth Advisors’s Bank of New York Mellon BK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$17.4K	Buy	407 +57	+16%	+$2.43K	0.01%	374
2023 Q2	$15.6K	Hold	350	–	–	0.01%	386
2023 Q1	$15.9K	Sell	350 -3,630	-91%	-$165K	0.01%	342
2022 Q4	$181K	Sell	3,980 -46	-1%	-$2.09K	0.07%	185
2022 Q3	$155K	Sell	4,026 -13	-0.3%	-$501	0.06%	192
2022 Q2	$168K	Sell	4,039 -1,127	-22%	-$47K	0.07%	184
2022 Q1	$256K	Buy	5,166 +6	+0.1%	+$298	0.09%	152
2021 Q4	$300K	Hold	5,160	–	–	0.1%	135
2021 Q3	$267K	Buy	5,160 +7	+0.1%	+$363	0.1%	143
2021 Q2	$264K	Hold	5,153	–	–	0.1%	149
2021 Q1	$244K	Buy	5,153 +8	+0.2%	+$378	0.1%	149
2020 Q4	$218K	Buy	5,145 +55	+1%	+$2.33K	0.09%	147
2020 Q3	$175K	Hold	5,090	–	–	0.08%	156
2020 Q2	$197K	Sell	5,090 -235	-4%	-$9.08K	0.1%	140
2020 Q1	$179K	Buy	5,325 +54	+1%	+$1.82K	0.11%	138
2019 Q4	$265K	Hold	5,271	–	–	0.14%	122
2019 Q3	$238K	Hold	5,271	–	–	0.13%	124
2019 Q2	$233K	Hold	5,271	–	–	0.13%	124
2019 Q1	$266K	Hold	5,271	–	–	0.16%	110
2018 Q4	$248K	Buy	5,271 +208	+4%	+$9.79K	0.16%	105
2018 Q3	$258K	Hold	5,063	–	–	0.17%	103
2018 Q2	$273K	Hold	5,063	–	–	0.19%	90
2018 Q1	$261K	Hold	5,063	–	–	0.19%	93
2017 Q4	$273K	Sell	5,063 -2	-0%	-$108	0.2%	87
2017 Q3	$269K	Sell	5,065 -10	-0.2%	-$530	0.21%	84
2017 Q2	$259K	Hold	5,075	–	–	0.21%	80
2017 Q1	$240K	Hold	5,075	–	–	0.2%	80
2016 Q4	$240K	Hold	5,075	–	–	0.22%	79
2016 Q3	$202K	Hold	5,075	–	–	0.18%	93
2016 Q2	$197K	Hold	5,075	–	–	0.19%	92
2016 Q1	$187K	Buy	+5,075	New	+$187K	0.18%	94