SWA
Sutton Wealth Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $284K | Sell |
5,516
-68
| -1% | -$3.51K | 0.14% | 90 |
|
|
2023
Q2 | $297K | Sell |
5,584
-4
| -0.1% | -$213 | 0.14% | 85 |
|
|
2023
Q1 | $306K | Sell |
5,588
-1,332
| -19% | -$73K | 0.16% | 82 |
|
|
2022
Q4 | $349K | Buy |
6,920
+372
| +6% | +$18.7K | 0.13% | 120 |
|
|
2022
Q3 | $288K | Buy |
6,548
+2,445
| +60% | +$107K | 0.12% | 132 |
|
|
2022
Q2 | $212K | Buy |
4,103
+926
| +29% | +$47.8K | 0.08% | 159 |
|
|
2022
Q1 | $202K | Buy |
3,177
+937
| +42% | +$59.7K | 0.07% | 180 |
|
|
2021
Q4 | $127K | Sell |
2,240
-65
| -3% | -$3.69K | 0.04% | 227 |
|
|
2021
Q3 | $133K | Sell |
2,305
-139
| -6% | -$8K | 0.05% | 218 |
|
|
2021
Q2 | $155K | Hold |
2,444
| – | – | 0.06% | 205 |
|
|
2021
Q1 | $156K | Buy |
2,444
+126
| +5% | +$8.06K | 0.06% | 196 |
|
|
2020
Q4 | $129K | Buy |
2,318
+72
| +3% | +$4K | 0.05% | 205 |
|
|
2020
Q3 | $106K | Buy |
2,246
+56
| +3% | +$2.64K | 0.05% | 207 |
|
|
2020
Q2 | $89.3K | Buy |
2,190
+27
| +1% | +$1.1K | 0.05% | 218 |
|
|
2020
Q1 | $63.2K | Sell |
2,163
-973
| -31% | -$28.5K | 0.04% | 234 |
|
|
2019
Q4 | $172K | Buy |
3,136
+97
| +3% | +$5.31K | 0.09% | 166 |
|
|
2019
Q3 | $145K | Buy |
3,039
+966
| +47% | +$46K | 0.08% | 176 |
|
|
2019
Q2 | $102K | Buy |
+2,073
| New | +$102K | 0.06% | 207 |
|
|
2017
Q3 | – | Sell |
-2,185
| Closed | -$138K | – | 1088 |
|
|
2017
Q2 | $138K | Buy |
2,185
+15
| +0.7% | +$946 | 0.11% | 156 |
|
|
2017
Q1 | $138K | Buy |
2,170
+87
| +4% | +$5.53K | 0.12% | 150 |
|
|
2016
Q4 | $119K | Buy |
2,083
+10
| +0.5% | +$572 | 0.11% | 166 |
|
|
2016
Q3 | $107K | Hold |
2,073
| – | – | 0.1% | 172 |
|
|
2016
Q2 | $103K | Buy |
2,073
+97
| +5% | +$4.82K | 0.1% | 173 |
|
|
2016
Q1 | $100K | Buy |
+1,976
| New | +$100K | 0.1% | 175 |
|