SWA
Sutton Wealth Advisors’s Civitas Resources CIVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,037
| Closed | -$60.1K | – | 955 |
|
|
2022
Q4 | $60.1K | Sell |
1,037
-1
| -0.1% | -$58 | 0.02% | 338 |
|
|
2022
Q3 | $59.6K | Sell |
1,038
-3
| -0.3% | -$172 | 0.02% | 342 |
|
|
2022
Q2 | $54.4K | Hold |
1,041
| – | – | 0.02% | 360 |
|
|
2022
Q1 | $62.2K | Buy |
1,041
+708
| +213% | +$42.3K | 0.02% | 346 |
|
|
2021
Q4 | $16.3K | Buy |
333
+17
| +5% | +$832 | 0.01% | 768 |
|
|
2021
Q3 | $15.1K | Buy |
316
+21
| +7% | +$1.01K | 0.01% | 780 |
|
|
2021
Q2 | $13.9K | Hold |
295
| – | – | 0.01% | 810 |
|
|
2021
Q1 | $10.5K | Hold |
295
| – | – | ﹤0.01% | 867 |
|
|
2020
Q4 | $5.7K | Hold |
295
| – | – | ﹤0.01% | 952 |
|
|
2020
Q3 | $5.55K | Hold |
295
| – | – | ﹤0.01% | 896 |
|
|
2020
Q2 | $4.37K | Buy |
+295
| New | +$4.37K | ﹤0.01% | 939 |
|
|
2019
Q4 | – | Sell |
-752
| Closed | -$16.8K | – | 1169 |
|
|
2019
Q3 | $16.8K | Hold |
752
| – | – | 0.01% | 636 |
|
|
2019
Q2 | $15.7K | Buy |
+752
| New | +$15.7K | 0.01% | 650 |
|
|
2019
Q1 | – | Sell |
-321
| Closed | -$6.64K | – | 1184 |
|
|
2018
Q4 | $6.64K | Buy |
+321
| New | +$6.64K | ﹤0.01% | 833 |
|