SWA
Sutton Wealth Advisors’s Chubb CB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $22.1K | Buy |
106
+54
| +104% | +$11.2K | 0.01% | 347 |
|
|
2023
Q2 | $10K | Hold |
52
| – | – | ﹤0.01% | 457 |
|
|
2023
Q1 | $10.1K | Sell |
52
-2
| -4% | -$388 | 0.01% | 421 |
|
|
2022
Q4 | $11.9K | Sell |
54
-3
| -5% | -$662 | ﹤0.01% | 879 |
|
|
2022
Q3 | $10.4K | Sell |
57
-9
| -14% | -$1.64K | ﹤0.01% | 878 |
|
|
2022
Q2 | $13K | Buy |
66
+6
| +10% | +$1.18K | 0.01% | 813 |
|
|
2022
Q1 | $12.8K | Sell |
60
-363
| -86% | -$77.6K | ﹤0.01% | 869 |
|
|
2021
Q4 | $81.8K | Buy |
423
+14
| +3% | +$2.71K | 0.03% | 300 |
|
|
2021
Q3 | $71K | Buy |
409
+3
| +0.7% | +$520 | 0.03% | 302 |
|
|
2021
Q2 | $64.5K | Hold |
406
| – | – | 0.02% | 340 |
|
|
2021
Q1 | $64.1K | Buy |
406
+11
| +3% | +$1.74K | 0.03% | 328 |
|
|
2020
Q4 | $60.8K | Buy |
395
+14
| +4% | +$2.16K | 0.03% | 309 |
|
|
2020
Q3 | $44.2K | Sell |
381
-8
| -2% | -$929 | 0.02% | 324 |
|
|
2020
Q2 | $49.3K | Sell |
389
-38
| -9% | -$4.81K | 0.03% | 301 |
|
|
2020
Q1 | $47.7K | Buy |
427
+13
| +3% | +$1.45K | 0.03% | 279 |
|
|
2019
Q4 | $64.4K | Sell |
414
-258
| -38% | -$40.2K | 0.03% | 264 |
|
|
2019
Q3 | $108K | Hold |
672
| – | – | 0.06% | 202 |
|
|
2019
Q2 | $99K | Buy |
672
+12
| +2% | +$1.77K | 0.06% | 212 |
|
|
2019
Q1 | $92.5K | Buy |
660
+12
| +2% | +$1.68K | 0.05% | 217 |
|
|
2018
Q4 | $83.7K | Buy |
648
+375
| +137% | +$48.4K | 0.05% | 212 |
|
|
2018
Q3 | $36.5K | Hold |
273
| – | – | 0.02% | 370 |
|
|
2018
Q2 | $34.7K | Hold |
273
| – | – | 0.02% | 388 |
|
|
2018
Q1 | $37.3K | Sell |
273
-7
| -3% | -$957 | 0.03% | 353 |
|
|
2017
Q4 | $40.9K | Hold |
280
| – | – | 0.03% | 331 |
|
|
2017
Q3 | $39.9K | Hold |
280
| – | – | 0.03% | 325 |
|
|
2017
Q2 | $40.7K | Buy |
280
+3
| +1% | +$436 | 0.03% | 301 |
|
|
2017
Q1 | $37.7K | Sell |
277
-5
| -2% | -$681 | 0.03% | 313 |
|
|
2016
Q4 | $37.3K | Sell |
282
-19
| -6% | -$2.51K | 0.03% | 317 |
|
|
2016
Q3 | $37.8K | Hold |
301
| – | – | 0.03% | 304 |
|
|
2016
Q2 | $39.3K | Hold |
301
| – | – | 0.04% | 282 |
|
|
2016
Q1 | $35.9K | Buy |
+301
| New | +$35.9K | 0.03% | 302 |
|