SWA
Sutton Wealth Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $924 | Hold |
22
| – | – | ﹤0.01% | 796 |
|
|
2023
Q2 | $1.12K | Hold |
22
| – | – | ﹤0.01% | 769 |
|
|
2023
Q1 | $1.28K | Hold |
22
| – | – | ﹤0.01% | 704 |
|
|
2022
Q4 | $1.22K | Buy |
22
+3
| +16% | +$166 | ﹤0.01% | 1277 |
|
|
2022
Q3 | $1.02K | Buy |
+19
| New | +$1.02K | ﹤0.01% | 1291 |
|
|
2022
Q2 | – | Sell |
-12
| Closed | -$1.29K | – | 1661 |
|
|
2022
Q1 | $1.29K | Hold |
12
| – | – | ﹤0.01% | 1280 |
|
|
2021
Q4 | $1.83K | Sell |
12
-1
| -8% | -$152 | ﹤0.01% | 1216 |
|
|
2021
Q3 | $3.35K | Hold |
13
| – | – | ﹤0.01% | 1111 |
|
|
2021
Q2 | $3.63K | Buy |
13
+1
| +8% | +$280 | ﹤0.01% | 1092 |
|
|
2021
Q1 | $2.43K | Hold |
12
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q4 | $2.67K | Hold |
12
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q3 | $2.58K | Buy |
+12
| New | +$2.58K | ﹤0.01% | 1042 |
|