SWA
Sutton Wealth Advisors’s Equifax EFX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.93K | Sell |
16
-16
| -50% | -$2.93K | ﹤0.01% | 664 |
|
|
2023
Q2 | $7.53K | Sell |
32
-2
| -6% | -$471 | ﹤0.01% | 506 |
|
|
2023
Q1 | $6.9K | Hold |
34
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $6.61K | Sell |
34
-2
| -6% | -$389 | ﹤0.01% | 1055 |
|
|
2022
Q3 | $6.17K | Sell |
36
-6
| -14% | -$1.03K | ﹤0.01% | 1029 |
|
|
2022
Q2 | $7.68K | Buy |
42
+7
| +20% | +$1.28K | ﹤0.01% | 977 |
|
|
2022
Q1 | $8.3K | Buy |
35
+4
| +13% | +$948 | ﹤0.01% | 991 |
|
|
2021
Q4 | $9.08K | Hold |
31
| – | – | ﹤0.01% | 961 |
|
|
2021
Q3 | $7.86K | Buy |
31
+1
| +3% | +$253 | ﹤0.01% | 988 |
|
|
2021
Q2 | $7.19K | Hold |
30
| – | – | ﹤0.01% | 986 |
|
|
2021
Q1 | $5.43K | Sell |
30
-6
| -17% | -$1.09K | ﹤0.01% | 1002 |
|
|
2020
Q4 | $6.94K | Buy |
36
+8
| +29% | +$1.54K | ﹤0.01% | 909 |
|
|
2020
Q3 | $4.39K | Hold |
28
| – | – | ﹤0.01% | 959 |
|
|
2020
Q2 | $4.81K | Hold |
28
| – | – | ﹤0.01% | 908 |
|
|
2020
Q1 | $3.35K | Hold |
28
| – | – | ﹤0.01% | 943 |
|
|
2019
Q4 | $3.92K | Sell |
28
-8
| -22% | -$1.12K | ﹤0.01% | 977 |
|
|
2019
Q3 | $5.06K | Buy |
36
+13
| +57% | +$1.83K | ﹤0.01% | 949 |
|
|
2019
Q2 | $3.11K | Buy |
23
+8
| +53% | +$1.08K | ﹤0.01% | 994 |
|
|
2019
Q1 | $1.78K | Hold |
15
| – | – | ﹤0.01% | 1062 |
|
|
2018
Q4 | $1.4K | Sell |
15
-16
| -52% | -$1.49K | ﹤0.01% | 1021 |
|
|
2018
Q3 | $4.05K | Hold |
31
| – | – | ﹤0.01% | 931 |
|
|
2018
Q2 | $3.88K | Hold |
31
| – | – | ﹤0.01% | 950 |
|
|
2018
Q1 | $3.65K | Buy |
31
+16
| +107% | +$1.89K | ﹤0.01% | 955 |
|
|
2017
Q4 | $1.77K | Hold |
15
| – | – | ﹤0.01% | 974 |
|
|
2017
Q3 | $1.59K | Buy |
15
+6
| +67% | +$636 | ﹤0.01% | 969 |
|
|
2017
Q2 | $1.24K | Hold |
9
| – | – | ﹤0.01% | 985 |
|
|
2017
Q1 | $1.23K | Sell |
9
-20
| -69% | -$2.74K | ﹤0.01% | 964 |
|
|
2016
Q4 | $3.43K | Hold |
29
| – | – | ﹤0.01% | 886 |
|
|
2016
Q3 | $3.9K | Buy |
29
+20
| +222% | +$2.69K | ﹤0.01% | 867 |
|
|
2016
Q2 | $1.16K | Hold |
9
| – | – | ﹤0.01% | 917 |
|
|
2016
Q1 | $1.03K | Buy |
+9
| New | +$1.03K | ﹤0.01% | 918 |
|