SWA
Sutton Wealth Advisors’s Pathward Financial CASH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-736
| Closed | -$31.7K | – | 927 |
|
|
2022
Q4 | $31.7K | Hold |
736
| – | – | 0.01% | 531 |
|
|
2022
Q3 | $24.3K | Sell |
736
-15
| -2% | -$494 | 0.01% | 601 |
|
|
2022
Q2 | $29K | Buy |
751
+17
| +2% | +$657 | 0.01% | 540 |
|
|
2022
Q1 | $40.3K | Sell |
734
-5
| -0.7% | -$275 | 0.01% | 475 |
|
|
2021
Q4 | $44.1K | Buy |
739
+7
| +1% | +$418 | 0.01% | 457 |
|
|
2021
Q3 | $38.4K | Hold |
732
| – | – | 0.01% | 474 |
|
|
2021
Q2 | $37.1K | Hold |
732
| – | – | 0.01% | 496 |
|
|
2021
Q1 | $33.2K | Hold |
732
| – | – | 0.01% | 517 |
|
|
2020
Q4 | $26.8K | Hold |
732
| – | – | 0.01% | 528 |
|
|
2020
Q3 | $14.1K | Buy |
732
+440
| +151% | +$8.46K | 0.01% | 644 |
|
|
2020
Q2 | $5.31K | Sell |
292
-521
| -64% | -$9.47K | ﹤0.01% | 856 |
|
|
2020
Q1 | $17.7K | Buy |
813
+324
| +66% | +$7.04K | 0.01% | 509 |
|
|
2019
Q4 | $17.9K | Hold |
489
| – | – | 0.01% | 649 |
|
|
2019
Q3 | $15.9K | Hold |
489
| – | – | 0.01% | 658 |
|
|
2019
Q2 | $13.7K | Buy |
+489
| New | +$13.7K | 0.01% | 685 |
|