SWA
Sutton Wealth Advisors’s City Holding Co CHCO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-273
| Closed | -$25.4K | – | 946 |
|
|
2022
Q4 | $25.4K | Hold |
273
| – | – | 0.01% | 599 |
|
|
2022
Q3 | $24.2K | Hold |
273
| – | – | 0.01% | 602 |
|
|
2022
Q2 | $21.8K | Hold |
273
| – | – | 0.01% | 648 |
|
|
2022
Q1 | $21.5K | Hold |
273
| – | – | 0.01% | 687 |
|
|
2021
Q4 | $22.3K | Buy |
273
+3
| +1% | +$245 | 0.01% | 667 |
|
|
2021
Q3 | $21K | Hold |
270
| – | – | 0.01% | 675 |
|
|
2021
Q2 | $20.3K | Hold |
270
| – | – | 0.01% | 694 |
|
|
2021
Q1 | $22.1K | Hold |
270
| – | – | 0.01% | 648 |
|
|
2020
Q4 | $18.8K | Hold |
270
| – | – | 0.01% | 634 |
|
|
2020
Q3 | $15.6K | Buy |
270
+177
| +190% | +$10.2K | 0.01% | 615 |
|
|
2020
Q2 | $6.06K | Hold |
93
| – | – | ﹤0.01% | 822 |
|
|
2020
Q1 | $6.19K | Sell |
93
-266
| -74% | -$17.7K | ﹤0.01% | 773 |
|
|
2019
Q4 | $29.4K | Hold |
359
| – | – | 0.02% | 459 |
|
|
2019
Q3 | $27.4K | Hold |
359
| – | – | 0.02% | 479 |
|
|
2019
Q2 | $27.4K | Hold |
359
| – | – | 0.02% | 481 |
|
|
2019
Q1 | $27.4K | Hold |
359
| – | – | 0.02% | 477 |
|
|
2018
Q4 | $24.3K | Hold |
359
| – | – | 0.02% | 464 |
|
|
2018
Q3 | $27.6K | Hold |
359
| – | – | 0.02% | 473 |
|
|
2018
Q2 | $27K | Hold |
359
| – | – | 0.02% | 476 |
|
|
2018
Q1 | $24.6K | Buy |
359
+266
| +286% | +$18.2K | 0.02% | 487 |
|
|
2017
Q4 | $6.28K | Hold |
93
| – | – | ﹤0.01% | 860 |
|
|
2017
Q3 | $6.69K | Hold |
93
| – | – | 0.01% | 837 |
|
|
2017
Q2 | $6.13K | Hold |
93
| – | – | ﹤0.01% | 844 |
|
|
2017
Q1 | $6K | Hold |
93
| – | – | 0.01% | 823 |
|
|
2016
Q4 | $6.29K | Hold |
93
| – | – | 0.01% | 802 |
|
|
2016
Q3 | $4.68K | Hold |
93
| – | – | ﹤0.01% | 830 |
|
|
2016
Q2 | $4.23K | Buy |
93
+11
| +13% | +$500 | ﹤0.01% | 816 |
|
|
2016
Q1 | $3.92K | Buy |
+82
| New | +$3.92K | ﹤0.01% | 805 |
|