SWA
Sutton Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $129K | Sell |
637
-24
| -4% | -$4.87K | 0.06% | 145 |
|
|
2023
Q2 | $140K | Buy |
661
+325
| +97% | +$68.7K | 0.07% | 139 |
|
|
2023
Q1 | $67.1K | Sell |
336
-1,914
| -85% | -$382K | 0.04% | 183 |
|
|
2022
Q4 | $298K | Sell |
2,250
-124
| -5% | -$16.4K | 0.11% | 135 |
|
|
2022
Q3 | $341K | Sell |
2,374
-51
| -2% | -$7.34K | 0.14% | 111 |
|
|
2022
Q2 | $400K | Buy |
2,425
+68
| +3% | +$11.2K | 0.16% | 98 |
|
|
2022
Q1 | $500K | Buy |
2,357
+21
| +0.9% | +$4.46K | 0.17% | 86 |
|
|
2021
Q4 | $594K | Sell |
2,336
-2
| -0.1% | -$508 | 0.2% | 79 |
|
|
2021
Q3 | $634K | Buy |
2,338
+93
| +4% | +$25.2K | 0.23% | 74 |
|
|
2021
Q2 | $548K | Buy |
2,245
+98
| +5% | +$23.9K | 0.2% | 83 |
|
|
2021
Q1 | $455K | Sell |
2,147
-4
| -0.2% | -$847 | 0.18% | 90 |
|
|
2020
Q4 | $479K | Buy |
2,151
+18
| +0.8% | +$4.01K | 0.2% | 84 |
|
|
2020
Q3 | $536K | Buy |
2,133
+22
| +1% | +$5.53K | 0.26% | 68 |
|
|
2020
Q2 | $395K | Sell |
2,111
-107
| -5% | -$20K | 0.21% | 82 |
|
|
2020
Q1 | $319K | Buy |
2,218
+27
| +1% | +$3.89K | 0.2% | 87 |
|
|
2019
Q4 | $356K | Sell |
2,191
-4
| -0.2% | -$651 | 0.18% | 96 |
|
|
2019
Q3 | $326K | Buy |
2,195
+181
| +9% | +$26.9K | 0.18% | 93 |
|
|
2019
Q2 | $306K | Buy |
2,014
+10
| +0.5% | +$1.52K | 0.18% | 103 |
|
|
2019
Q1 | $317K | Buy |
2,004
+23
| +1% | +$3.64K | 0.19% | 99 |
|
|
2018
Q4 | $271K | Buy |
1,981
+121
| +7% | +$16.6K | 0.18% | 99 |
|
|
2018
Q3 | $296K | Hold |
1,860
| – | – | 0.19% | 93 |
|
|
2018
Q2 | $254K | Hold |
1,860
| – | – | 0.18% | 98 |
|
|
2018
Q1 | $216K | Hold |
1,860
| – | – | 0.15% | 116 |
|
|
2017
Q4 | $190K | Hold |
1,860
| – | – | 0.14% | 132 |
|
|
2017
Q3 | $174K | Hold |
1,860
| – | – | 0.13% | 136 |
|
|
2017
Q2 | $161K | Buy |
1,860
+18
| +1% | +$1.56K | 0.13% | 138 |
|
|
2017
Q1 | $152K | Sell |
1,842
-16
| -0.9% | -$1.32K | 0.13% | 138 |
|
|
2016
Q4 | $127K | Buy |
1,858
+33
| +2% | +$2.26K | 0.11% | 157 |
|
|
2016
Q3 | $130K | Hold |
1,825
| – | – | 0.12% | 148 |
|
|
2016
Q2 | $145K | Hold |
1,825
| – | – | 0.14% | 131 |
|
|
2016
Q1 | $135K | Buy |
+1,825
| New | +$135K | 0.13% | 144 |
|