SWA
Sutton Wealth Advisors’s Cooper-Standard Automotive CPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-368
| Closed | -$8.25K | – | 1645 |
|
|
2021
Q4 | $8.25K | Buy |
368
+6
| +2% | +$134 | ﹤0.01% | 992 |
|
|
2021
Q3 | $7.93K | Hold |
362
| – | – | ﹤0.01% | 983 |
|
|
2021
Q2 | $10.5K | Hold |
362
| – | – | ﹤0.01% | 899 |
|
|
2021
Q1 | $13.1K | Hold |
362
| – | – | 0.01% | 791 |
|
|
2020
Q4 | $12.6K | Hold |
362
| – | – | 0.01% | 752 |
|
|
2020
Q3 | $4.78K | Sell |
362
-683
| -65% | -$9.02K | ﹤0.01% | 936 |
|
|
2020
Q2 | $13.8K | Hold |
1,045
| – | – | 0.01% | 629 |
|
|
2020
Q1 | $10.7K | Buy |
+1,045
| New | +$10.7K | 0.01% | 637 |
|
|
2019
Q4 | – | Sell |
-449
| Closed | -$18.4K | – | 1171 |
|
|
2019
Q3 | $18.4K | Buy |
+449
| New | +$18.4K | 0.01% | 611 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1181 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1187 |
|
|
2018
Q4 | – | Sell |
-218
| Closed | -$26.2K | – | 1142 |
|
|
2018
Q3 | $26.2K | Hold |
218
| – | – | 0.02% | 491 |
|
|
2018
Q2 | $28.5K | Hold |
218
| – | – | 0.02% | 453 |
|
|
2018
Q1 | $26.8K | Buy |
218
+100
| +85% | +$12.3K | 0.02% | 458 |
|
|
2017
Q4 | $14.5K | Hold |
118
| – | – | 0.01% | 672 |
|
|
2017
Q3 | $13.7K | Sell |
118
-9
| -7% | -$1.04K | 0.01% | 672 |
|
|
2017
Q2 | $12.8K | Buy |
127
+77
| +154% | +$7.77K | 0.01% | 685 |
|
|
2017
Q1 | $5.55K | Hold |
50
| – | – | ﹤0.01% | 829 |
|
|
2016
Q4 | $5.17K | Sell |
50
-67
| -57% | -$6.93K | ﹤0.01% | 842 |
|
|
2016
Q3 | $11.6K | Buy |
+117
| New | +$11.6K | 0.01% | 627 |
|