SWA
Sutton Wealth Advisors’s Cal-Maine CALM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-547
| Closed | -$29.8K | – | 923 |
|
|
2022
Q4 | $29.8K | Hold |
547
| – | – | 0.01% | 554 |
|
|
2022
Q3 | $30.4K | Hold |
547
| – | – | 0.01% | 521 |
|
|
2022
Q2 | $27K | Buy |
547
+4
| +0.7% | +$198 | 0.01% | 568 |
|
|
2022
Q1 | $30K | Hold |
543
| – | – | 0.01% | 577 |
|
|
2021
Q4 | $20.1K | Buy |
543
+10
| +2% | +$370 | 0.01% | 697 |
|
|
2021
Q3 | $19.3K | Sell |
533
-9
| -2% | -$325 | 0.01% | 706 |
|
|
2021
Q2 | $19.6K | Hold |
542
| – | – | 0.01% | 708 |
|
|
2021
Q1 | $20.8K | Buy |
542
+148
| +38% | +$5.69K | 0.01% | 665 |
|
|
2020
Q4 | $14.8K | Hold |
394
| – | – | 0.01% | 693 |
|
|
2020
Q3 | $15.1K | Hold |
394
| – | – | 0.01% | 622 |
|
|
2020
Q2 | $17.5K | Hold |
394
| – | – | 0.01% | 578 |
|
|
2020
Q1 | $17.3K | Buy |
394
+18
| +5% | +$792 | 0.01% | 513 |
|
|
2019
Q4 | $16.1K | Buy |
376
+5
| +1% | +$214 | 0.01% | 681 |
|
|
2019
Q3 | $14.8K | Hold |
371
| – | – | 0.01% | 684 |
|
|
2019
Q2 | $15.5K | Hold |
371
| – | – | 0.01% | 653 |
|
|
2019
Q1 | $16.6K | Hold |
371
| – | – | 0.01% | 641 |
|
|
2018
Q4 | $15.7K | Hold |
371
| – | – | 0.01% | 604 |
|
|
2018
Q3 | $17.9K | Hold |
371
| – | – | 0.01% | 631 |
|
|
2018
Q2 | $17K | Hold |
371
| – | – | 0.01% | 654 |
|
|
2018
Q1 | $16.2K | Hold |
371
| – | – | 0.01% | 650 |
|
|
2017
Q4 | $16.5K | Hold |
371
| – | – | 0.01% | 622 |
|
|
2017
Q3 | $15.2K | Hold |
371
| – | – | 0.01% | 635 |
|
|
2017
Q2 | $14.7K | Buy |
+371
| New | +$14.7K | 0.01% | 644 |
|
|
2017
Q1 | – | Sell |
-343
| Closed | -$15.2K | – | 1064 |
|
|
2016
Q4 | $15.2K | Buy |
343
+238
| +227% | +$10.5K | 0.01% | 580 |
|
|
2016
Q3 | $4.05K | Buy |
+105
| New | +$4.05K | ﹤0.01% | 862 |
|
|
2016
Q2 | – | Sell |
-529
| Closed | -$27.5K | – | 1029 |
|
|
2016
Q1 | $27.5K | Buy |
+529
| New | +$27.5K | 0.03% | 356 |
|