Sutton Wealth Advisors’s Centerspace CSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-130
| Closed | -$7.63K | – | 990 |
|
|
2022
Q4 | $7.63K | Sell |
130
-67
| -34% | -$3.93K | ﹤0.01% | 1023 |
|
|
2022
Q3 | $13.3K | Buy |
197
+41
| +26% | +$2.76K | 0.01% | 803 |
|
|
2022
Q2 | $12.7K | Sell |
156
-4
| -3% | -$326 | 0.01% | 822 |
|
|
2022
Q1 | $15.7K | Buy |
160
+1
| +0.6% | +$98 | 0.01% | 799 |
|
|
2021
Q4 | $17.6K | Buy |
159
+3
| +2% | +$333 | 0.01% | 747 |
|
|
2021
Q3 | $14.7K | Hold |
156
| – | – | 0.01% | 787 |
|
|
2021
Q2 | $12.3K | Buy |
156
+31
| +25% | +$2.45K | ﹤0.01% | 846 |
|
|
2021
Q1 | $8.5K | Hold |
125
| – | – | ﹤0.01% | 921 |
|
|
2020
Q4 | $8.83K | Hold |
125
| – | – | ﹤0.01% | 851 |
|
|
2020
Q3 | $8.15K | Hold |
125
| – | – | ﹤0.01% | 800 |
|
|
2020
Q2 | $8.81K | Buy |
125
+60
| +92% | +$4.23K | ﹤0.01% | 740 |
|
|
2020
Q1 | $3.58K | Buy |
+65
| New | +$3.58K | ﹤0.01% | 929 |
|