SWA
CORE
Sutton Wealth Advisors’s Core Mark Holding Co., Inc. CORE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-790
| Closed | -$35.6K | – | 1355 |
|
|
2021
Q2 | $35.6K | Hold |
790
| – | – | 0.01% | 514 |
|
|
2021
Q1 | $30.6K | Hold |
790
| – | – | 0.01% | 542 |
|
|
2020
Q4 | $23.2K | Hold |
790
| – | – | 0.01% | 567 |
|
|
2020
Q3 | $22.9K | Hold |
790
| – | – | 0.01% | 505 |
|
|
2020
Q2 | $19.7K | Hold |
790
| – | – | 0.01% | 538 |
|
|
2020
Q1 | $22.6K | Hold |
790
| – | – | 0.01% | 442 |
|
|
2019
Q4 | $21.5K | Hold |
790
| – | – | 0.01% | 577 |
|
|
2019
Q3 | $25.4K | Hold |
790
| – | – | 0.01% | 496 |
|
|
2019
Q2 | $31.4K | Hold |
790
| – | – | 0.02% | 440 |
|
|
2019
Q1 | $29.3K | Hold |
790
| – | – | 0.02% | 451 |
|
|
2018
Q4 | $18.4K | Hold |
790
| – | – | 0.01% | 547 |
|
|
2018
Q3 | $26.8K | Hold |
790
| – | – | 0.02% | 479 |
|
|
2018
Q2 | $17.9K | Buy |
790
+115
| +17% | +$2.61K | 0.01% | 632 |
|
|
2018
Q1 | $14.4K | Sell |
675
-46
| -6% | -$978 | 0.01% | 688 |
|
|
2017
Q4 | $22.8K | Hold |
721
| – | – | 0.02% | 512 |
|
|
2017
Q3 | $23.2K | Buy |
721
+94
| +15% | +$3.02K | 0.02% | 495 |
|
|
2017
Q2 | $20.7K | Buy |
+627
| New | +$20.7K | 0.02% | 516 |
|
|
2017
Q1 | – | Sell |
-496
| Closed | -$21.4K | – | 1090 |
|
|
2016
Q4 | $21.4K | Hold |
496
| – | – | 0.02% | 469 |
|
|
2016
Q3 | $17.8K | Hold |
496
| – | – | 0.02% | 497 |
|
|
2016
Q2 | $23.2K | Buy |
496
+248
| +100% | +$11.6K | 0.02% | 407 |
|
|
2016
Q1 | $20.2K | Buy |
+248
| New | +$20.2K | 0.02% | 435 |
|