SWA
Sutton Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-821
| Closed | -$31.7K | – | 1008 |
|
|
2022
Q4 | $31.7K | Hold |
821
| – | – | 0.01% | 530 |
|
|
2022
Q3 | $30.4K | Buy |
821
+3
| +0.4% | +$111 | 0.01% | 522 |
|
|
2022
Q2 | $24K | Sell |
818
-15
| -2% | -$439 | 0.01% | 609 |
|
|
2022
Q1 | $27.7K | Buy |
833
+10
| +1% | +$333 | 0.01% | 604 |
|
|
2021
Q4 | $38.8K | Buy |
823
+8
| +1% | +$377 | 0.01% | 496 |
|
|
2021
Q3 | $28.2K | Hold |
815
| – | – | 0.01% | 587 |
|
|
2021
Q2 | $26.9K | Hold |
815
| – | – | 0.01% | 612 |
|
|
2021
Q1 | $22.7K | Hold |
815
| – | – | 0.01% | 637 |
|
|
2020
Q4 | $13.8K | Hold |
815
| – | – | 0.01% | 714 |
|
|
2020
Q3 | $10.9K | Hold |
815
| – | – | 0.01% | 713 |
|
|
2020
Q2 | $6.85K | Buy |
+815
| New | +$6.85K | ﹤0.01% | 799 |
|
|
2019
Q4 | – | Sell |
-688
| Closed | -$8.48K | – | 1173 |
|
|
2019
Q3 | $8.48K | Buy |
+688
| New | +$8.48K | ﹤0.01% | 833 |
|
|
2019
Q2 | – | Sell |
-679
| Closed | -$10.1K | – | 1185 |
|
|
2019
Q1 | $10.1K | Buy |
+679
| New | +$10.1K | 0.01% | 776 |
|
|
2018
Q4 | – | Sell |
-732
| Closed | -$13.1K | – | 1144 |
|
|
2018
Q3 | $13.1K | Hold |
732
| – | – | 0.01% | 733 |
|
|
2018
Q2 | $12.7K | Buy |
+732
| New | +$12.7K | 0.01% | 763 |
|
|
2017
Q4 | – | Sell |
-566
| Closed | -$12.2K | – | 1085 |
|
|
2017
Q3 | $12.2K | Buy |
566
+230
| +68% | +$4.96K | 0.01% | 714 |
|
|
2017
Q2 | $7.72K | Buy |
+336
| New | +$7.72K | 0.01% | 808 |
|
|
2017
Q1 | – | Sell |
-3
| Closed | -$69 | – | 1065 |
|
|
2016
Q4 | $69 | Buy |
+3
| New | +$69 | ﹤0.01% | 1053 |
|