SWA
Sutton Wealth Advisors’s Badger Meter BMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-786
| Closed | -$85.7K | – | 907 |
|
|
2022
Q4 | $85.7K | Hold |
786
| – | – | 0.03% | 275 |
|
|
2022
Q3 | $72.6K | Sell |
786
-15
| -2% | -$1.39K | 0.03% | 298 |
|
|
2022
Q2 | $64.8K | Buy |
801
+219
| +38% | +$17.7K | 0.03% | 316 |
|
|
2022
Q1 | $58K | Sell |
582
-2
| -0.3% | -$199 | 0.02% | 363 |
|
|
2021
Q4 | $62.2K | Buy |
584
+6
| +1% | +$639 | 0.02% | 360 |
|
|
2021
Q3 | $58.5K | Hold |
578
| – | – | 0.02% | 359 |
|
|
2021
Q2 | $56.7K | Hold |
578
| – | – | 0.02% | 375 |
|
|
2021
Q1 | $53.8K | Hold |
578
| – | – | 0.02% | 378 |
|
|
2020
Q4 | $54.4K | Hold |
578
| – | – | 0.02% | 336 |
|
|
2020
Q3 | $37.8K | Hold |
578
| – | – | 0.02% | 362 |
|
|
2020
Q2 | $36.4K | Hold |
578
| – | – | 0.02% | 375 |
|
|
2020
Q1 | $31K | Hold |
578
| – | – | 0.02% | 365 |
|
|
2019
Q4 | $37.5K | Hold |
578
| – | – | 0.02% | 391 |
|
|
2019
Q3 | $31K | Hold |
578
| – | – | 0.02% | 439 |
|
|
2019
Q2 | $34.5K | Hold |
578
| – | – | 0.02% | 411 |
|
|
2019
Q1 | $32.2K | Hold |
578
| – | – | 0.02% | 419 |
|
|
2018
Q4 | $28.4K | Hold |
578
| – | – | 0.02% | 417 |
|
|
2018
Q3 | $30.6K | Hold |
578
| – | – | 0.02% | 434 |
|
|
2018
Q2 | $25.8K | Hold |
578
| – | – | 0.02% | 505 |
|
|
2018
Q1 | $27.3K | Hold |
578
| – | – | 0.02% | 452 |
|
|
2017
Q4 | $27.6K | Hold |
578
| – | – | 0.02% | 445 |
|
|
2017
Q3 | $28.3K | Hold |
578
| – | – | 0.02% | 419 |
|
|
2017
Q2 | $23K | Hold |
578
| – | – | 0.02% | 472 |
|
|
2017
Q1 | $21.2K | Hold |
578
| – | – | 0.02% | 496 |
|
|
2016
Q4 | $21.4K | Hold |
578
| – | – | 0.02% | 470 |
|
|
2016
Q3 | $19.4K | Buy |
578
+289
| +100% | +$9.69K | 0.02% | 467 |
|
|
2016
Q2 | $21.1K | Hold |
289
| – | – | 0.02% | 435 |
|
|
2016
Q1 | $19.2K | Buy |
+289
| New | +$19.2K | 0.02% | 447 |
|