SWA

Sutton Wealth Advisors’s Brookline Bancorp BRKL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-56	Closed	-$792	–	914
2022 Q4	$792	Sell	56 -3	-5%	-$42	﹤0.01%	1395
2022 Q3	$687	Buy	+59	New	+$687	﹤0.01%	1400
2022 Q2	–	Sell	-14	Closed	-$221	–	1646
2022 Q1	$221	Hold	14	–	–	﹤0.01%	1564
2021 Q4	$227	Buy	+14	New	+$227	﹤0.01%	1625
2020 Q3	–	Sell	-389	Closed	-$3.92K	–	1222
2020 Q2	$3.92K	Buy	389 +3	+0.8%	+$30	﹤0.01%	968
2020 Q1	$4.35K	Sell	386 -592	-61%	-$6.68K	﹤0.01%	859
2019 Q4	$16.1K	Hold	978	–	–	0.01%	680
2019 Q3	$14.4K	Hold	978	–	–	0.01%	690
2019 Q2	$15K	Hold	978	–	–	0.01%	665
2019 Q1	$14.1K	Hold	978	–	–	0.01%	692
2018 Q4	$13.5K	Hold	978	–	–	0.01%	664
2018 Q3	$16.3K	Hold	978	–	–	0.01%	660
2018 Q2	$18.2K	Hold	978	–	–	0.01%	626
2018 Q1	$15.8K	Hold	978	–	–	0.01%	659
2017 Q4	$15.4K	Hold	978	–	–	0.01%	648
2017 Q3	$15.2K	Buy	978 +642	+191%	+$9.95K	0.01%	637
2017 Q2	$4.91K	Hold	336	–	–	﹤0.01%	876
2017 Q1	$5.26K	Hold	336	–	–	﹤0.01%	838
2016 Q4	$5.51K	Hold	336	–	–	﹤0.01%	829
2016 Q3	$4.1K	Hold	336	–	–	﹤0.01%	857
2016 Q2	$3.71K	Hold	336	–	–	﹤0.01%	838
2016 Q1	$3.7K	Buy	+336	New	+$3.7K	﹤0.01%	819