SWA
Sutton Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-365
| Closed | -$12.1K | – | 950 |
|
|
2022
Q4 | $12.1K | Hold |
365
| – | – | ﹤0.01% | 872 |
|
|
2022
Q3 | $10.6K | Sell |
365
-8
| -2% | -$232 | ﹤0.01% | 871 |
|
|
2022
Q2 | $14.5K | Hold |
373
| – | – | 0.01% | 780 |
|
|
2022
Q1 | $12.2K | Sell |
373
-11
| -3% | -$359 | ﹤0.01% | 884 |
|
|
2021
Q4 | $12.8K | Buy |
384
+22
| +6% | +$733 | ﹤0.01% | 851 |
|
|
2021
Q3 | $11.8K | Hold |
362
| – | – | ﹤0.01% | 852 |
|
|
2021
Q2 | $11.5K | Hold |
362
| – | – | ﹤0.01% | 870 |
|
|
2021
Q1 | $11K | Hold |
362
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $9.3K | Sell |
362
-86
| -19% | -$2.21K | ﹤0.01% | 832 |
|
|
2020
Q3 | $6.51K | Buy |
448
+90
| +25% | +$1.31K | ﹤0.01% | 848 |
|
|
2020
Q2 | $4.86K | Buy |
+358
| New | +$4.86K | ﹤0.01% | 901 |
|
|
2020
Q1 | – | Sell |
-414
| Closed | -$15.8K | – | 1213 |
|
|
2019
Q4 | $15.8K | Hold |
414
| – | – | 0.01% | 696 |
|
|
2019
Q3 | $16.7K | Hold |
414
| – | – | 0.01% | 644 |
|
|
2019
Q2 | $14.5K | Hold |
414
| – | – | 0.01% | 672 |
|
|
2019
Q1 | $12.9K | Hold |
414
| – | – | 0.01% | 719 |
|
|
2018
Q4 | $13.2K | Buy |
+414
| New | +$13.2K | 0.01% | 667 |
|