SWA
Sutton Wealth Advisors’s Core Laboratories CLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-913
| Closed | -$18.5K | – | 956 |
|
|
2022
Q4 | $18.5K | Hold |
913
| – | – | 0.01% | 725 |
|
|
2022
Q3 | $12.3K | Buy |
+913
| New | +$12.3K | 0.01% | 833 |
|
|
2022
Q2 | – | Sell |
-313
| Closed | -$9.9K | – | 1651 |
|
|
2022
Q1 | $9.9K | Buy |
313
+299
| +2,136% | +$9.46K | ﹤0.01% | 933 |
|
|
2021
Q4 | $312 | Sell |
14
-538
| -97% | -$12K | ﹤0.01% | 1597 |
|
|
2021
Q3 | $15.3K | Buy |
552
+171
| +45% | +$4.75K | 0.01% | 778 |
|
|
2021
Q2 | $14.8K | Buy |
+381
| New | +$14.8K | 0.01% | 786 |
|
|
2020
Q4 | – | Sell |
-283
| Closed | -$4.32K | – | 1235 |
|
|
2020
Q3 | $4.32K | Buy |
283
+23
| +9% | +$351 | ﹤0.01% | 964 |
|
|
2020
Q2 | $5.28K | Buy |
+260
| New | +$5.28K | ﹤0.01% | 862 |
|