SWA
Sutton Wealth Advisors’s CBRE Group CBRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.72K | Buy |
118
+8
| +7% | +$591 | ﹤0.01% | 500 |
|
|
2023
Q2 | $8.88K | Hold |
110
| – | – | ﹤0.01% | 479 |
|
|
2023
Q1 | $8.01K | Hold |
110
| – | – | ﹤0.01% | 460 |
|
|
2022
Q4 | $8.47K | Sell |
110
-36
| -25% | -$2.77K | ﹤0.01% | 995 |
|
|
2022
Q3 | $9.86K | Hold |
146
| – | – | ﹤0.01% | 888 |
|
|
2022
Q2 | $10.7K | Buy |
146
+35
| +32% | +$2.58K | ﹤0.01% | 881 |
|
|
2022
Q1 | $10.2K | Buy |
111
+10
| +10% | +$915 | ﹤0.01% | 930 |
|
|
2021
Q4 | $11K | Buy |
101
+16
| +19% | +$1.74K | ﹤0.01% | 905 |
|
|
2021
Q3 | $8.28K | Buy |
85
+2
| +2% | +$195 | ﹤0.01% | 968 |
|
|
2021
Q2 | $7.12K | Hold |
83
| – | – | ﹤0.01% | 987 |
|
|
2021
Q1 | $6.57K | Buy |
83
+3
| +4% | +$237 | ﹤0.01% | 964 |
|
|
2020
Q4 | $5.02K | Buy |
80
+13
| +19% | +$815 | ﹤0.01% | 977 |
|
|
2020
Q3 | $3.15K | Hold |
67
| – | – | ﹤0.01% | 1022 |
|
|
2020
Q2 | $3.03K | Hold |
67
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q1 | $2.53K | Buy |
67
+7
| +12% | +$264 | ﹤0.01% | 1002 |
|
|
2019
Q4 | $3.68K | Hold |
60
| – | – | ﹤0.01% | 987 |
|
|
2019
Q3 | $3.18K | Hold |
60
| – | – | ﹤0.01% | 1003 |
|
|
2019
Q2 | $3.08K | Hold |
60
| – | – | ﹤0.01% | 996 |
|
|
2019
Q1 | $2.97K | Hold |
60
| – | – | ﹤0.01% | 1001 |
|
|
2018
Q4 | $2.4K | Hold |
60
| – | – | ﹤0.01% | 978 |
|
|
2018
Q3 | $2.65K | Buy |
+60
| New | +$2.65K | ﹤0.01% | 973 |
|