SWA
Sutton Wealth Advisors’s Caleres CAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,516
| Closed | -$33.8K | – | 922 |
|
|
2022
Q4 | $33.8K | Hold |
1,516
| – | – | 0.01% | 511 |
|
|
2022
Q3 | $36.7K | Hold |
1,516
| – | – | 0.02% | 459 |
|
|
2022
Q2 | $39.8K | Hold |
1,516
| – | – | 0.02% | 442 |
|
|
2022
Q1 | $29.3K | Buy |
1,516
+4
| +0.3% | +$77 | 0.01% | 584 |
|
|
2021
Q4 | $34.3K | Buy |
1,512
+9
| +0.6% | +$204 | 0.01% | 532 |
|
|
2021
Q3 | $33.4K | Hold |
1,503
| – | – | 0.01% | 518 |
|
|
2021
Q2 | $41K | Hold |
1,503
| – | – | 0.02% | 464 |
|
|
2021
Q1 | $32.8K | Hold |
1,503
| – | – | 0.01% | 523 |
|
|
2020
Q4 | $23.5K | Hold |
1,503
| – | – | 0.01% | 565 |
|
|
2020
Q3 | $14.4K | Hold |
1,503
| – | – | 0.01% | 639 |
|
|
2020
Q2 | $12.5K | Buy |
+1,503
| New | +$12.5K | 0.01% | 649 |
|
|
2020
Q1 | – | Sell |
-1,353
| Closed | -$32.1K | – | 1211 |
|
|
2019
Q4 | $32.1K | Hold |
1,353
| – | – | 0.02% | 436 |
|
|
2019
Q3 | $31.7K | Buy |
+1,353
| New | +$31.7K | 0.02% | 433 |
|
|
2019
Q2 | – | Sell |
-651
| Closed | -$16.1K | – | 1175 |
|
|
2019
Q1 | $16.1K | Hold |
651
| – | – | 0.01% | 651 |
|
|
2018
Q4 | $18.1K | Hold |
651
| – | – | 0.01% | 553 |
|
|
2018
Q3 | $23.3K | Hold |
651
| – | – | 0.02% | 531 |
|
|
2018
Q2 | $22.4K | Hold |
651
| – | – | 0.02% | 552 |
|
|
2018
Q1 | $21.9K | Hold |
651
| – | – | 0.02% | 537 |
|
|
2017
Q4 | $21.8K | Hold |
651
| – | – | 0.02% | 527 |
|
|
2017
Q3 | $19.9K | Hold |
651
| – | – | 0.02% | 548 |
|
|
2017
Q2 | $18.1K | Hold |
651
| – | – | 0.01% | 571 |
|
|
2017
Q1 | $17.2K | Hold |
651
| – | – | 0.01% | 568 |
|
|
2016
Q4 | $21.4K | Hold |
651
| – | – | 0.02% | 468 |
|
|
2016
Q3 | $16.5K | Hold |
651
| – | – | 0.02% | 519 |
|
|
2016
Q2 | $15.8K | Sell |
651
-155
| -19% | -$3.75K | 0.01% | 508 |
|
|
2016
Q1 | $22.8K | Buy |
+806
| New | +$22.8K | 0.02% | 403 |
|