Sutton Wealth Advisors’s CorVel CRVL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-639
| Closed | -$31K | – | 988 |
|
2022
Q4 | $31K | Hold |
639
| – | – | 0.01% | 544 |
|
2022
Q3 | $29.5K | Sell |
639
-6
| -0.9% | -$277 | 0.01% | 533 |
|
2022
Q2 | $31.7K | Buy |
645
+9
| +1% | +$442 | 0.01% | 518 |
|
2022
Q1 | $35.7K | Sell |
636
-6
| -0.9% | -$337 | 0.01% | 515 |
|
2021
Q4 | $44.5K | Buy |
642
+6
| +0.9% | +$416 | 0.01% | 453 |
|
2021
Q3 | $39.5K | Hold |
636
| – | – | 0.01% | 466 |
|
2021
Q2 | $28.5K | Hold |
636
| – | – | 0.01% | 589 |
|
2021
Q1 | $21.7K | Hold |
636
| – | – | 0.01% | 654 |
|
2020
Q4 | $22.5K | Hold |
636
| – | – | 0.01% | 574 |
|
2020
Q3 | $18.1K | Hold |
636
| – | – | 0.01% | 572 |
|
2020
Q2 | $15K | Buy |
636
+270
| +74% | +$6.38K | 0.01% | 612 |
|
2020
Q1 | $6.65K | Hold |
366
| – | – | ﹤0.01% | 763 |
|
2019
Q4 | $10.7K | Hold |
366
| – | – | 0.01% | 803 |
|
2019
Q3 | $9.24K | Hold |
366
| – | – | 0.01% | 809 |
|
2019
Q2 | $10.6K | Hold |
366
| – | – | 0.01% | 757 |
|
2019
Q1 | $7.96K | Buy |
+366
| New | +$7.96K | ﹤0.01% | 840 |
|
2016
Q2 | – | Sell |
-561
| Closed | -$7.37K | – | 1033 |
|
2016
Q1 | $7.37K | Buy |
+561
| New | +$7.37K | 0.01% | 663 |
|