SWA
Sutton Wealth Advisors’s Brady Corp BRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,274
| Closed | -$60K | – | 913 |
|
|
2022
Q4 | $60K | Hold |
1,274
| – | – | 0.02% | 339 |
|
|
2022
Q3 | $53.2K | Sell |
1,274
-11
| -0.9% | -$459 | 0.02% | 365 |
|
|
2022
Q2 | $60.7K | Buy |
1,285
+13
| +1% | +$614 | 0.02% | 332 |
|
|
2022
Q1 | $58.9K | Sell |
1,272
-11
| -0.9% | -$509 | 0.02% | 360 |
|
|
2021
Q4 | $69.2K | Buy |
1,283
+11
| +0.9% | +$593 | 0.02% | 333 |
|
|
2021
Q3 | $64.5K | Hold |
1,272
| – | – | 0.02% | 334 |
|
|
2021
Q2 | $71.3K | Hold |
1,272
| – | – | 0.03% | 310 |
|
|
2021
Q1 | $68K | Hold |
1,272
| – | – | 0.03% | 311 |
|
|
2020
Q4 | $67.2K | Hold |
1,272
| – | – | 0.03% | 288 |
|
|
2020
Q3 | $50.9K | Hold |
1,272
| – | – | 0.02% | 299 |
|
|
2020
Q2 | $59.6K | Hold |
1,272
| – | – | 0.03% | 265 |
|
|
2020
Q1 | $57.4K | Hold |
1,272
| – | – | 0.04% | 246 |
|
|
2019
Q4 | $72.8K | Hold |
1,272
| – | – | 0.04% | 250 |
|
|
2019
Q3 | $67.5K | Hold |
1,272
| – | – | 0.04% | 249 |
|
|
2019
Q2 | $62.7K | Hold |
1,272
| – | – | 0.04% | 257 |
|
|
2019
Q1 | $59K | Hold |
1,272
| – | – | 0.03% | 262 |
|
|
2018
Q4 | $55.3K | Hold |
1,272
| – | – | 0.04% | 261 |
|
|
2018
Q3 | $55.7K | Hold |
1,272
| – | – | 0.04% | 270 |
|
|
2018
Q2 | $49K | Hold |
1,272
| – | – | 0.03% | 291 |
|
|
2018
Q1 | $47.3K | Hold |
1,272
| – | – | 0.03% | 289 |
|
|
2017
Q4 | $48.2K | Hold |
1,272
| – | – | 0.04% | 282 |
|
|
2017
Q3 | $48.3K | Hold |
1,272
| – | – | 0.04% | 274 |
|
|
2017
Q2 | $43.1K | Hold |
1,272
| – | – | 0.03% | 290 |
|
|
2017
Q1 | $49.2K | Hold |
1,272
| – | – | 0.04% | 268 |
|
|
2016
Q4 | $47.8K | Hold |
1,272
| – | – | 0.04% | 274 |
|
|
2016
Q3 | $44K | Hold |
1,272
| – | – | 0.04% | 282 |
|
|
2016
Q2 | $38.9K | Sell |
1,272
-30
| -2% | -$917 | 0.04% | 285 |
|
|
2016
Q1 | $34.9K | Buy |
+1,302
| New | +$34.9K | 0.03% | 306 |
|