SWA
Sutton Wealth Advisors’s Bank of Hawaii BOH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$465 | – | 909 |
|
|
2022
Q4 | $465 | Hold |
6
| – | – | ﹤0.01% | 1503 |
|
|
2022
Q3 | $457 | Sell |
6
-5
| -45% | -$381 | ﹤0.01% | 1480 |
|
|
2022
Q2 | $818 | Buy |
11
+6
| +120% | +$446 | ﹤0.01% | 1340 |
|
|
2022
Q1 | $420 | Hold |
5
| – | – | ﹤0.01% | 1509 |
|
|
2021
Q4 | $419 | Buy |
+5
| New | +$419 | ﹤0.01% | 1558 |
|
|
2020
Q3 | – | Sell |
-41
| Closed | -$2.52K | – | 1221 |
|
|
2020
Q2 | $2.52K | Buy |
+41
| New | +$2.52K | ﹤0.01% | 1032 |
|