SWA
Sutton Wealth Advisors’s ESCO Technologies ESE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-708
| Closed | -$62K | – | 1044 |
|
|
2022
Q4 | $62K | Sell |
708
-1
| -0.1% | -$88 | 0.02% | 332 |
|
|
2022
Q3 | $52.1K | Sell |
709
-1
| -0.1% | -$73 | 0.02% | 371 |
|
|
2022
Q2 | $48.5K | Buy |
710
+13
| +2% | +$889 | 0.02% | 389 |
|
|
2022
Q1 | $48.7K | Sell |
697
-7
| -1% | -$489 | 0.02% | 409 |
|
|
2021
Q4 | $63.4K | Buy |
704
+7
| +1% | +$630 | 0.02% | 354 |
|
|
2021
Q3 | $53.7K | Hold |
697
| – | – | 0.02% | 383 |
|
|
2021
Q2 | $65.4K | Hold |
697
| – | – | 0.02% | 338 |
|
|
2021
Q1 | $75.9K | Hold |
697
| – | – | 0.03% | 283 |
|
|
2020
Q4 | $71.9K | Hold |
697
| – | – | 0.03% | 275 |
|
|
2020
Q3 | $56.2K | Hold |
697
| – | – | 0.03% | 286 |
|
|
2020
Q2 | $58.9K | Hold |
697
| – | – | 0.03% | 269 |
|
|
2020
Q1 | $52.9K | Sell |
697
-62
| -8% | -$4.71K | 0.03% | 258 |
|
|
2019
Q4 | $70.2K | Sell |
759
-42
| -5% | -$3.89K | 0.04% | 254 |
|
|
2019
Q3 | $63.7K | Hold |
801
| – | – | 0.04% | 255 |
|
|
2019
Q2 | $66.2K | Hold |
801
| – | – | 0.04% | 250 |
|
|
2019
Q1 | $53.7K | Hold |
801
| – | – | 0.03% | 280 |
|
|
2018
Q4 | $52.8K | Hold |
801
| – | – | 0.03% | 268 |
|
|
2018
Q3 | $54.5K | Hold |
801
| – | – | 0.04% | 274 |
|
|
2018
Q2 | $46.2K | Hold |
801
| – | – | 0.03% | 308 |
|
|
2018
Q1 | $46.9K | Hold |
801
| – | – | 0.03% | 291 |
|
|
2017
Q4 | $48.3K | Hold |
801
| – | – | 0.04% | 281 |
|
|
2017
Q3 | $48K | Hold |
801
| – | – | 0.04% | 277 |
|
|
2017
Q2 | $47.8K | Hold |
801
| – | – | 0.04% | 270 |
|
|
2017
Q1 | $46.5K | Hold |
801
| – | – | 0.04% | 280 |
|
|
2016
Q4 | $45.4K | Sell |
801
-24
| -3% | -$1.36K | 0.04% | 283 |
|
|
2016
Q3 | $38.3K | Sell |
825
-20
| -2% | -$928 | 0.04% | 300 |
|
|
2016
Q2 | $33.7K | Hold |
845
| – | – | 0.03% | 309 |
|
|
2016
Q1 | $32.9K | Buy |
+845
| New | +$32.9K | 0.03% | 315 |
|