SWA
Sutton Wealth Advisors’s Expeditors International EXPD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.6K | Buy |
127
+59
| +87% | +$6.76K | 0.01% | 407 |
|
|
2023
Q2 | $8.24K | Buy |
68
+45
| +196% | +$5.45K | ﹤0.01% | 491 |
|
|
2023
Q1 | $2.53K | Sell |
23
-3
| -12% | -$330 | ﹤0.01% | 611 |
|
|
2022
Q4 | $2.7K | Sell |
26
-11
| -30% | -$1.14K | ﹤0.01% | 1173 |
|
|
2022
Q3 | $3.27K | Buy |
37
+3
| +9% | +$265 | ﹤0.01% | 1131 |
|
|
2022
Q2 | $3.31K | Hold |
34
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q1 | $3.51K | Sell |
34
-1
| -3% | -$103 | ﹤0.01% | 1122 |
|
|
2021
Q4 | $4.7K | Hold |
35
| – | – | ﹤0.01% | 1083 |
|
|
2021
Q3 | $4.17K | Buy |
35
+2
| +6% | +$238 | ﹤0.01% | 1086 |
|
|
2021
Q2 | $4.18K | Hold |
33
| – | – | ﹤0.01% | 1075 |
|
|
2021
Q1 | $3.55K | Buy |
33
+20
| +154% | +$2.15K | ﹤0.01% | 1063 |
|
|
2020
Q4 | $1.24K | Buy |
13
+10
| +333% | +$951 | ﹤0.01% | 1163 |
|
|
2020
Q3 | $272 | Hold |
3
| – | – | ﹤0.01% | 1200 |
|
|
2020
Q2 | $228 | Hold |
3
| – | – | ﹤0.01% | 1188 |
|
|
2020
Q1 | $200 | Buy |
+3
| New | +$200 | ﹤0.01% | 1180 |
|