SWA
Sutton Wealth Advisors’s DuPont de Nemours DD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.3K | Buy |
178
+29
| +19% | +$2.16K | 0.01% | 426 |
|
|
2023
Q2 | $10.6K | Sell |
149
-3
| -2% | -$214 | 0.01% | 447 |
|
|
2023
Q1 | $10.9K | Sell |
152
-1,021
| -87% | -$73.3K | 0.01% | 405 |
|
|
2022
Q4 | $80.5K | Sell |
1,173
-77
| -6% | -$5.29K | 0.03% | 286 |
|
|
2022
Q3 | $63K | Buy |
1,250
+55
| +5% | +$2.77K | 0.03% | 329 |
|
|
2022
Q2 | $66.4K | Buy |
1,195
+4
| +0.3% | +$222 | 0.03% | 313 |
|
|
2022
Q1 | $87.6K | Hold |
1,191
| – | – | 0.03% | 275 |
|
|
2021
Q4 | $96.2K | Hold |
1,191
| – | – | 0.03% | 269 |
|
|
2021
Q3 | $81K | Buy |
1,191
+3
| +0.3% | +$204 | 0.03% | 279 |
|
|
2021
Q2 | $92K | Hold |
1,188
| – | – | 0.03% | 264 |
|
|
2021
Q1 | $91.8K | Hold |
1,188
| – | – | 0.04% | 253 |
|
|
2020
Q4 | $84.5K | Buy |
1,188
+17
| +1% | +$1.21K | 0.04% | 245 |
|
|
2020
Q3 | $65K | Sell |
1,171
-131
| -10% | -$7.27K | 0.03% | 258 |
|
|
2020
Q2 | $69.2K | Sell |
1,302
-2
| -0.2% | -$106 | 0.04% | 243 |
|
|
2020
Q1 | $44.5K | Sell |
1,304
-773
| -37% | -$26.4K | 0.03% | 290 |
|
|
2019
Q4 | $133K | Sell |
2,077
-6
| -0.3% | -$385 | 0.07% | 190 |
|
|
2019
Q3 | $149K | Sell |
2,083
-16
| -0.8% | -$1.14K | 0.08% | 173 |
|
|
2019
Q2 | $158K | Sell |
2,099
-4,164
| -66% | -$313K | 0.09% | 166 |
|
|
2019
Q1 | $334K | Buy |
6,263
+38
| +0.6% | +$2.03K | 0.19% | 92 |
|
|
2018
Q4 | $333K | Buy |
6,225
+63
| +1% | +$3.37K | 0.21% | 81 |
|
|
2018
Q3 | $396K | Hold |
6,162
| – | – | 0.26% | 62 |
|
|
2018
Q2 | $406K | Hold |
6,162
| – | – | 0.28% | 59 |
|
|
2018
Q1 | $393K | Buy |
6,162
+15
| +0.2% | +$956 | 0.28% | 60 |
|
|
2017
Q4 | $438K | Hold |
6,147
| – | – | 0.32% | 58 |
|
|
2017
Q3 | $426K | Buy |
6,147
+3,054
| +99% | +$211K | 0.32% | 56 |
|
|
2017
Q2 | $250K | Buy |
3,093
+7
| +0.2% | +$565 | 0.2% | 83 |
|
|
2017
Q1 | $248K | Hold |
3,086
| – | – | 0.21% | 77 |
|
|
2016
Q4 | $227K | Hold |
3,086
| – | – | 0.2% | 83 |
|
|
2016
Q3 | $207K | Hold |
3,086
| – | – | 0.19% | 91 |
|
|
2016
Q2 | $200K | Buy |
3,086
+76
| +3% | +$4.93K | 0.19% | 91 |
|
|
2016
Q1 | $191K | Buy |
+3,010
| New | +$191K | 0.18% | 92 |
|