SWA
CHCT
Sutton Wealth Advisors’s Community Healthcare Trust CHCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-753
| Closed | -$27K | – | 948 |
|
|
2022
Q4 | $27K | Hold |
753
| – | – | 0.01% | 580 |
|
|
2022
Q3 | $24.7K | Buy |
753
+3
| +0.4% | +$98 | 0.01% | 593 |
|
|
2022
Q2 | $27.2K | Hold |
750
| – | – | 0.01% | 565 |
|
|
2022
Q1 | $31.7K | Sell |
750
-5
| -0.7% | -$211 | 0.01% | 556 |
|
|
2021
Q4 | $35.7K | Buy |
755
+5
| +0.7% | +$236 | 0.01% | 519 |
|
|
2021
Q3 | $33.9K | Hold |
750
| – | – | 0.01% | 514 |
|
|
2021
Q2 | $35.6K | Hold |
750
| – | – | 0.01% | 513 |
|
|
2021
Q1 | $34.6K | Hold |
750
| – | – | 0.01% | 506 |
|
|
2020
Q4 | $35.3K | Hold |
750
| – | – | 0.02% | 447 |
|
|
2020
Q3 | $35.1K | Hold |
750
| – | – | 0.02% | 386 |
|
|
2020
Q2 | $30.7K | Buy |
750
+570
| +317% | +$23.3K | 0.02% | 419 |
|
|
2020
Q1 | $6.89K | Hold |
180
| – | – | ﹤0.01% | 757 |
|
|
2019
Q4 | $7.72K | Hold |
180
| – | – | ﹤0.01% | 875 |
|
|
2019
Q3 | $8.02K | Hold |
180
| – | – | ﹤0.01% | 851 |
|
|
2019
Q2 | $7.09K | Hold |
180
| – | – | ﹤0.01% | 853 |
|
|
2019
Q1 | $6.46K | Buy |
+180
| New | +$6.46K | ﹤0.01% | 880 |
|