SWA
Sutton Wealth Advisors’s Buckle BKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$590 | – | 900 |
|
|
2022
Q4 | $590 | Hold |
13
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q3 | $412 | Buy |
+13
| New | +$412 | ﹤0.01% | 1489 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$99 | – | 1644 |
|
|
2022
Q1 | $99 | Sell |
3
-216
| -99% | -$7.13K | ﹤0.01% | 1622 |
|
|
2021
Q4 | $9.27K | Buy |
+219
| New | +$9.27K | ﹤0.01% | 952 |
|
|
2020
Q2 | – | Sell |
-409
| Closed | -$5.61K | – | 1212 |
|
|
2020
Q1 | $5.61K | Hold |
409
| – | – | ﹤0.01% | 792 |
|
|
2019
Q4 | $11.1K | Hold |
409
| – | – | 0.01% | 791 |
|
|
2019
Q3 | $8.43K | Buy |
+409
| New | +$8.43K | ﹤0.01% | 837 |
|
|
2019
Q2 | – | Sell |
-264
| Closed | -$4.94K | – | 1173 |
|
|
2019
Q1 | $4.94K | Buy |
+264
| New | +$4.94K | ﹤0.01% | 938 |
|
|
2017
Q3 | – | Sell |
-1,181
| Closed | -$21K | – | 1082 |
|
|
2017
Q2 | $21K | Hold |
1,181
| – | – | 0.02% | 508 |
|
|
2017
Q1 | $22K | Buy |
+1,181
| New | +$22K | 0.02% | 486 |
|
|
2016
Q4 | – | Sell |
-398
| Closed | -$9.56K | – | 1062 |
|
|
2016
Q3 | $9.56K | Hold |
398
| – | – | 0.01% | 676 |
|
|
2016
Q2 | $10.3K | Buy |
398
+262
| +193% | +$6.81K | 0.01% | 619 |
|
|
2016
Q1 | $4.61K | Buy |
+136
| New | +$4.61K | ﹤0.01% | 757 |
|