SWA
Sutton Wealth Advisors’s Enerpac Tool Group EPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-645
| Closed | -$16.4K | – | 1039 |
|
|
2022
Q4 | $16.4K | Hold |
645
| – | – | 0.01% | 777 |
|
|
2022
Q3 | $11.5K | Sell |
645
-7
| -1% | -$125 | ﹤0.01% | 847 |
|
|
2022
Q2 | $12.4K | Buy |
652
+7
| +1% | +$133 | ﹤0.01% | 832 |
|
|
2022
Q1 | $14.1K | Buy |
645
+628
| +3,694% | +$13.7K | ﹤0.01% | 835 |
|
|
2021
Q4 | $345 | Buy |
+17
| New | +$345 | ﹤0.01% | 1585 |
|
|
2020
Q2 | – | Sell |
-236
| Closed | -$3.91K | – | 1230 |
|
|
2020
Q1 | $3.91K | Sell |
236
-686
| -74% | -$11.4K | ﹤0.01% | 901 |
|
|
2019
Q4 | $24K | Hold |
922
| – | – | 0.01% | 529 |
|
|
2019
Q3 | $20.2K | Hold |
922
| – | – | 0.01% | 579 |
|
|
2019
Q2 | $22.9K | Hold |
922
| – | – | 0.01% | 528 |
|
|
2019
Q1 | $22.5K | Hold |
922
| – | – | 0.01% | 535 |
|
|
2018
Q4 | $19.4K | Hold |
922
| – | – | 0.01% | 535 |
|
|
2018
Q3 | $25.7K | Buy |
+922
| New | +$25.7K | 0.02% | 499 |
|