SWA
Sutton Wealth Advisors’s DMC Global BOOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-421
| Closed | -$8.18K | – | 910 |
|
|
2022
Q4 | $8.18K | Buy |
+421
| New | +$8.18K | ﹤0.01% | 1007 |
|
|
2022
Q3 | – | Sell |
-560
| Closed | -$10.1K | – | 1646 |
|
|
2022
Q2 | $10.1K | Hold |
560
| – | – | ﹤0.01% | 900 |
|
|
2022
Q1 | $17.1K | Sell |
560
-6
| -1% | -$183 | 0.01% | 762 |
|
|
2021
Q4 | $22.4K | Buy |
566
+6
| +1% | +$238 | 0.01% | 666 |
|
|
2021
Q3 | $20.7K | Hold |
560
| – | – | 0.01% | 683 |
|
|
2021
Q2 | $31.5K | Hold |
560
| – | – | 0.01% | 555 |
|
|
2021
Q1 | $30.4K | Hold |
560
| – | – | 0.01% | 547 |
|
|
2020
Q4 | $24.2K | Hold |
560
| – | – | 0.01% | 556 |
|
|
2020
Q3 | $18.4K | Hold |
560
| – | – | 0.01% | 570 |
|
|
2020
Q2 | $15.5K | Hold |
560
| – | – | 0.01% | 606 |
|
|
2020
Q1 | $12.9K | Buy |
560
+349
| +165% | +$8.03K | 0.01% | 586 |
|
|
2019
Q4 | $9.48K | Buy |
211
+22
| +12% | +$989 | ﹤0.01% | 834 |
|
|
2019
Q3 | $8.31K | Buy |
189
+43
| +29% | +$1.89K | ﹤0.01% | 841 |
|
|
2019
Q2 | $9.25K | Buy |
+146
| New | +$9.25K | 0.01% | 787 |
|