SWA
Sutton Wealth Advisors’s Douglas Emmett DEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$314 | – | 1007 |
|
|
2022
Q4 | $314 | Buy |
+20
| New | +$314 | ﹤0.01% | 1559 |
|
|
2022
Q3 | – | Sell |
-71
| Closed | -$1.59K | – | 1663 |
|
|
2022
Q2 | $1.59K | Buy |
71
+16
| +29% | +$358 | ﹤0.01% | 1210 |
|
|
2022
Q1 | $1.84K | Hold |
55
| – | – | ﹤0.01% | 1217 |
|
|
2021
Q4 | $1.84K | Buy |
55
+22
| +67% | +$737 | ﹤0.01% | 1214 |
|
|
2021
Q3 | $1.04K | Hold |
33
| – | – | ﹤0.01% | 1243 |
|
|
2021
Q2 | $1.11K | Hold |
33
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q1 | $1.04K | Hold |
33
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q4 | $963 | Sell |
33
-99
| -75% | -$2.89K | ﹤0.01% | 1183 |
|
|
2020
Q3 | $3.31K | Hold |
132
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q2 | $4.05K | Buy |
132
+36
| +38% | +$1.1K | ﹤0.01% | 963 |
|
|
2020
Q1 | $2.93K | Buy |
96
+25
| +35% | +$763 | ﹤0.01% | 975 |
|
|
2019
Q4 | $3.12K | Hold |
71
| – | – | ﹤0.01% | 1005 |
|
|
2019
Q3 | $3.04K | Hold |
71
| – | – | ﹤0.01% | 1013 |
|
|
2019
Q2 | $2.83K | Buy |
71
+17
| +31% | +$677 | ﹤0.01% | 1011 |
|
|
2019
Q1 | $2.18K | Buy |
54
+31
| +135% | +$1.25K | ﹤0.01% | 1034 |
|
|
2018
Q4 | $785 | Hold |
23
| – | – | ﹤0.01% | 1057 |
|
|
2018
Q3 | $868 | Hold |
23
| – | – | ﹤0.01% | 1049 |
|
|
2018
Q2 | $924 | Hold |
23
| – | – | ﹤0.01% | 1061 |
|
|
2018
Q1 | $845 | Hold |
23
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q4 | $944 | Hold |
23
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q3 | $907 | Hold |
23
| – | – | ﹤0.01% | 1005 |
|
|
2017
Q2 | $879 | Hold |
23
| – | – | ﹤0.01% | 1003 |
|
|
2017
Q1 | $883 | Hold |
23
| – | – | ﹤0.01% | 982 |
|
|
2016
Q4 | $841 | Hold |
23
| – | – | ﹤0.01% | 976 |
|
|
2016
Q3 | $842 | Hold |
23
| – | – | ﹤0.01% | 968 |
|
|
2016
Q2 | $817 | Hold |
23
| – | – | ﹤0.01% | 932 |
|
|
2016
Q1 | $693 | Buy |
+23
| New | +$693 | ﹤0.01% | 939 |
|