SWA
Sutton Wealth Advisors’s Customers Bancorp CUBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | – | – | 1673 |
|
|
2022
Q3 | – | Sell |
-524
| Closed | -$17.8K | – | 1658 |
|
|
2022
Q2 | $17.8K | Buy |
+524
| New | +$17.8K | 0.01% | 718 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$458 | – | 1649 |
|
|
2021
Q4 | $458 | Buy |
+7
| New | +$458 | ﹤0.01% | 1545 |
|
|
2020
Q2 | – | Sell |
-306
| Closed | -$3.35K | – | 1227 |
|
|
2020
Q1 | $3.35K | Sell |
306
-736
| -71% | -$8.05K | ﹤0.01% | 942 |
|
|
2019
Q4 | $24.8K | Hold |
1,042
| – | – | 0.01% | 519 |
|
|
2019
Q3 | $21.6K | Hold |
1,042
| – | – | 0.01% | 560 |
|
|
2019
Q2 | $21.9K | Hold |
1,042
| – | – | 0.01% | 542 |
|
|
2019
Q1 | $19.1K | Hold |
1,042
| – | – | 0.01% | 584 |
|
|
2018
Q4 | $19K | Sell |
1,042
-488
| -32% | -$8.88K | 0.01% | 539 |
|
|
2018
Q3 | $36K | Buy |
1,530
+1,152
| +305% | +$27.1K | 0.02% | 375 |
|
|
2018
Q2 | $10.7K | Hold |
378
| – | – | 0.01% | 813 |
|
|
2018
Q1 | $11K | Hold |
378
| – | – | 0.01% | 788 |
|
|
2017
Q4 | $9.82K | Hold |
378
| – | – | 0.01% | 788 |
|
|
2017
Q3 | $12.3K | Hold |
378
| – | – | 0.01% | 710 |
|
|
2017
Q2 | $10.7K | Hold |
378
| – | – | 0.01% | 733 |
|
|
2017
Q1 | $11.9K | Hold |
378
| – | – | 0.01% | 668 |
|
|
2016
Q4 | $13.5K | Hold |
378
| – | – | 0.01% | 611 |
|
|
2016
Q3 | $9.51K | Hold |
378
| – | – | 0.01% | 678 |
|
|
2016
Q2 | $9.5K | Buy |
+378
| New | +$9.5K | 0.01% | 638 |
|