SWA
Sutton Wealth Advisors’s Community Bank CBU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,193
| Closed | -$75.1K | – | 933 |
|
|
2022
Q4 | $75.1K | Sell |
1,193
-11
| -0.9% | -$692 | 0.03% | 297 |
|
|
2022
Q3 | $72.3K | Buy |
1,204
+9
| +0.8% | +$541 | 0.03% | 299 |
|
|
2022
Q2 | $75.6K | Sell |
1,195
-5
| -0.4% | -$316 | 0.03% | 284 |
|
|
2022
Q1 | $84.2K | Buy |
1,200
+3
| +0.3% | +$210 | 0.03% | 280 |
|
|
2021
Q4 | $89.2K | Buy |
1,197
+13
| +1% | +$968 | 0.03% | 282 |
|
|
2021
Q3 | $81K | Hold |
1,184
| – | – | 0.03% | 278 |
|
|
2021
Q2 | $89.6K | Hold |
1,184
| – | – | 0.03% | 267 |
|
|
2021
Q1 | $90.8K | Hold |
1,184
| – | – | 0.04% | 255 |
|
|
2020
Q4 | $73.8K | Hold |
1,184
| – | – | 0.03% | 271 |
|
|
2020
Q3 | $64.5K | Hold |
1,184
| – | – | 0.03% | 259 |
|
|
2020
Q2 | $67.5K | Sell |
1,184
-63
| -5% | -$3.59K | 0.04% | 245 |
|
|
2020
Q1 | $73.3K | Buy |
1,247
+211
| +20% | +$12.4K | 0.05% | 218 |
|
|
2019
Q4 | $73.5K | Hold |
1,036
| – | – | 0.04% | 248 |
|
|
2019
Q3 | $63.9K | Hold |
1,036
| – | – | 0.04% | 254 |
|
|
2019
Q2 | $68.2K | Hold |
1,036
| – | – | 0.04% | 243 |
|
|
2019
Q1 | $61.9K | Hold |
1,036
| – | – | 0.04% | 256 |
|
|
2018
Q4 | $60.4K | Hold |
1,036
| – | – | 0.04% | 248 |
|
|
2018
Q3 | $63.3K | Hold |
1,036
| – | – | 0.04% | 246 |
|
|
2018
Q2 | $61.2K | Hold |
1,036
| – | – | 0.04% | 245 |
|
|
2018
Q1 | $55.5K | Hold |
1,036
| – | – | 0.04% | 254 |
|
|
2017
Q4 | $55.7K | Hold |
1,036
| – | – | 0.04% | 256 |
|
|
2017
Q3 | $57.2K | Hold |
1,036
| – | – | 0.04% | 244 |
|
|
2017
Q2 | $57.8K | Hold |
1,036
| – | – | 0.05% | 245 |
|
|
2017
Q1 | $57K | Hold |
1,036
| – | – | 0.05% | 242 |
|
|
2016
Q4 | $64K | Hold |
1,036
| – | – | 0.06% | 225 |
|
|
2016
Q3 | $49.8K | Hold |
1,036
| – | – | 0.05% | 258 |
|
|
2016
Q2 | $42.6K | Hold |
1,036
| – | – | 0.04% | 266 |
|
|
2016
Q1 | $39.6K | Buy |
+1,036
| New | +$39.6K | 0.04% | 283 |
|