Sutton Wealth Advisors’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$8.42K	Buy	47 +11	+31%	+$1.97K	﹤0.01%	507
2023 Q2	$5.96K	Hold	36	–	–	﹤0.01%	533
2023 Q1	$5.28K	Sell	36 -6	-14%	-$879	﹤0.01%	509
2022 Q4	$5.63K	Sell	42 -4	-9%	-$536	﹤0.01%	1081
2022 Q3	$6.64K	Buy	46 +4	+10%	+$577	﹤0.01%	1006
2022 Q2	$5.99K	Hold	42	–	–	﹤0.01%	1038
2022 Q1	$6.54K	Sell	42 -2	-5%	-$311	﹤0.01%	1047
2021 Q4	$8.04K	Buy	44 +3	+7%	+$548	﹤0.01%	1000
2021 Q3	$6.83K	Hold	41	–	–	﹤0.01%	1010
2021 Q2	$6.62K	Hold	41	–	–	﹤0.01%	999
2021 Q1	$6.28K	Buy	41 +9	+28%	+$1.38K	﹤0.01%	974
2020 Q4	$4.9K	Buy	32 +5	+19%	+$766	﹤0.01%	980
2020 Q3	$3.56K	Hold	27	–	–	﹤0.01%	994
2020 Q2	$3.41K	Hold	27	–	–	﹤0.01%	988
2020 Q1	$2.56K	Buy	27 +3	+13%	+$284	﹤0.01%	998
2019 Q4	$2.97K	Sell	24 -8	-25%	-$988	﹤0.01%	1013
2019 Q3	$3.98K	Buy	32 +8	+33%	+$996	﹤0.01%	973
2019 Q2	$3.06K	Hold	24	–	–	﹤0.01%	999
2019 Q1	$2.49K	Hold	24	–	–	﹤0.01%	1020
2018 Q4	$2.31K	Hold	24	–	–	﹤0.01%	982
2018 Q3	$3.17K	Hold	24	–	–	﹤0.01%	958
2018 Q2	$2.76K	Hold	24	–	–	﹤0.01%	985
2018 Q1	$2.63K	Hold	24	–	–	﹤0.01%	983
2017 Q4	$2.17K	Hold	24	–	–	﹤0.01%	960
2017 Q3	$1.94K	Hold	24	–	–	﹤0.01%	955
2017 Q2	$1.81K	Hold	24	–	–	﹤0.01%	960
2017 Q1	$1.63K	Hold	24	–	–	﹤0.01%	948
2016 Q4	$1.59K	Hold	24	–	–	﹤0.01%	944
2016 Q3	$1.63K	Hold	24	–	–	﹤0.01%	932
2016 Q2	$1.57K	Hold	24	–	–	﹤0.01%	902
2016 Q1	$1.42K	Buy	+24	New	+$1.42K	﹤0.01%	900