SWA
Sutton Wealth Advisors’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-741
| Closed | -$59.9K | – | 1016 |
|
|
2022
Q4 | $59.9K | Buy |
741
+3
| +0.4% | +$243 | 0.02% | 340 |
|
|
2022
Q3 | $60.6K | Sell |
738
-7
| -0.9% | -$575 | 0.02% | 338 |
|
|
2022
Q2 | $81.7K | Sell |
745
-1
| -0.1% | -$110 | 0.03% | 272 |
|
|
2022
Q1 | $70.9K | Buy |
746
+2
| +0.3% | +$190 | 0.02% | 318 |
|
|
2021
Q4 | $84.1K | Buy |
744
+7
| +0.9% | +$791 | 0.03% | 294 |
|
|
2021
Q3 | $69.8K | Hold |
737
| – | – | 0.03% | 308 |
|
|
2021
Q2 | $76.4K | Hold |
737
| – | – | 0.03% | 296 |
|
|
2021
Q1 | $75.6K | Hold |
737
| – | – | 0.03% | 285 |
|
|
2020
Q4 | $64K | Hold |
737
| – | – | 0.03% | 302 |
|
|
2020
Q3 | $66.6K | Hold |
737
| – | – | 0.03% | 254 |
|
|
2020
Q2 | $49.4K | Hold |
737
| – | – | 0.03% | 299 |
|
|
2020
Q1 | $40.7K | Hold |
737
| – | – | 0.03% | 308 |
|
|
2019
Q4 | $55.8K | Hold |
737
| – | – | 0.03% | 286 |
|
|
2019
Q3 | $58.6K | Hold |
737
| – | – | 0.03% | 270 |
|
|
2019
Q2 | $64.2K | Hold |
737
| – | – | 0.04% | 253 |
|
|
2019
Q1 | $64.9K | Hold |
737
| – | – | 0.04% | 252 |
|
|
2018
Q4 | $66.3K | Hold |
737
| – | – | 0.04% | 238 |
|
|
2018
Q3 | $56.7K | Hold |
737
| – | – | 0.04% | 264 |
|
|
2018
Q2 | $50.3K | Hold |
737
| – | – | 0.04% | 282 |
|
|
2018
Q1 | $48.8K | Hold |
737
| – | – | 0.03% | 278 |
|
|
2017
Q4 | $45.1K | Hold |
737
| – | – | 0.03% | 298 |
|
|
2017
Q3 | $52.8K | Hold |
737
| – | – | 0.04% | 262 |
|
|
2017
Q2 | $61K | Hold |
737
| – | – | 0.05% | 237 |
|
|
2017
Q1 | $60.5K | Sell |
737
-21
| -3% | -$1.73K | 0.05% | 233 |
|
|
2016
Q4 | $55.4K | Hold |
758
| – | – | 0.05% | 249 |
|
|
2016
Q3 | $48.4K | Sell |
758
-15
| -2% | -$958 | 0.04% | 261 |
|
|
2016
Q2 | $44.2K | Hold |
773
| – | – | 0.04% | 261 |
|
|
2016
Q1 | $42.1K | Buy |
+773
| New | +$42.1K | 0.04% | 273 |
|