SWA

Sutton Wealth Advisors’s Popular Inc BPOP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$9.45K	Hold	150	–	–	﹤0.01%	484
2023 Q2	$9.08K	Sell	150 -106	-41%	-$6.42K	﹤0.01%	475
2023 Q1	$14.7K	Hold	256	–	–	0.01%	350
2022 Q4	$17K	Hold	256	–	–	0.01%	764
2022 Q3	$18.4K	Hold	256	–	–	0.01%	689
2022 Q2	$19.7K	Hold	256	–	–	0.01%	684
2022 Q1	$20.9K	Hold	256	–	–	0.01%	696
2021 Q4	$21K	Hold	256	–	–	0.01%	680
2021 Q3	$19.9K	Hold	256	–	–	0.01%	697
2021 Q2	$19.2K	Hold	256	–	–	0.01%	719
2021 Q1	$18K	Hold	256	–	–	0.01%	703
2020 Q4	$14.4K	Hold	256	–	–	0.01%	703
2020 Q3	$9.29K	Hold	256	–	–	﹤0.01%	762
2020 Q2	$9.52K	Sell	256 -18	-7%	-$669	0.01%	719
2020 Q1	$9.59K	Buy	274 +47	+21%	+$1.65K	0.01%	663
2019 Q4	$13.3K	Hold	227	–	–	0.01%	746
2019 Q3	$12.3K	Hold	227	–	–	0.01%	734
2019 Q2	$12.3K	Hold	227	–	–	0.01%	732
2019 Q1	$11.8K	Hold	227	–	–	0.01%	746
2018 Q4	$10.7K	Buy	227 +213	+1,521%	+$10.1K	0.01%	725
2018 Q3	$718	Hold	14	–	–	﹤0.01%	1059
2018 Q2	$633	Hold	14	–	–	﹤0.01%	1081
2018 Q1	$583	Hold	14	–	–	﹤0.01%	1083
2017 Q4	$497	Hold	14	–	–	﹤0.01%	1052
2017 Q3	$503	Hold	14	–	–	﹤0.01%	1039
2017 Q2	$584	Hold	14	–	–	﹤0.01%	1030
2017 Q1	$570	Hold	14	–	–	﹤0.01%	1015
2016 Q4	$613	Hold	14	–	–	﹤0.01%	1000
2016 Q3	$535	Hold	14	–	–	﹤0.01%	1000
2016 Q2	$410	Hold	14	–	–	﹤0.01%	990
2016 Q1	$401	Buy	+14	New	+$401	﹤0.01%	983