SWA
Sutton Wealth Advisors’s Bankunited BKU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,165
| Closed | -$39.6K | – | 902 |
|
|
2022
Q4 | $39.6K | Sell |
1,165
-1
| -0.1% | -$34 | 0.02% | 456 |
|
|
2022
Q3 | $39.8K | Sell |
1,166
-5
| -0.4% | -$171 | 0.02% | 432 |
|
|
2022
Q2 | $41.7K | Sell |
1,171
-13
| -1% | -$462 | 0.02% | 432 |
|
|
2022
Q1 | $52K | Hold |
1,184
| – | – | 0.02% | 387 |
|
|
2021
Q4 | $50.1K | Buy |
1,184
+23
| +2% | +$973 | 0.02% | 414 |
|
|
2021
Q3 | $48.6K | Hold |
1,161
| – | – | 0.02% | 402 |
|
|
2021
Q2 | $49.6K | Hold |
1,161
| – | – | 0.02% | 409 |
|
|
2021
Q1 | $51K | Hold |
1,161
| – | – | 0.02% | 387 |
|
|
2020
Q4 | $40.4K | Hold |
1,161
| – | – | 0.02% | 417 |
|
|
2020
Q3 | $25.4K | Buy |
+1,161
| New | +$25.4K | 0.01% | 479 |
|