SWA
Sutton Wealth Advisors’s Expedia Group EXPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.52K | Sell |
73
-37
| -34% | -$3.81K | ﹤0.01% | 519 |
|
|
2023
Q2 | $12K | Hold |
110
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $10.7K | Hold |
110
| – | – | 0.01% | 411 |
|
|
2022
Q4 | $9.64K | Buy |
110
+6
| +6% | +$526 | ﹤0.01% | 960 |
|
|
2022
Q3 | $9.74K | Buy |
104
+2
| +2% | +$187 | ﹤0.01% | 898 |
|
|
2022
Q2 | $9.67K | Buy |
102
+13
| +15% | +$1.23K | ﹤0.01% | 910 |
|
|
2022
Q1 | $17.4K | Buy |
89
+3
| +3% | +$587 | 0.01% | 752 |
|
|
2021
Q4 | $15.5K | Sell |
86
-2
| -2% | -$361 | 0.01% | 792 |
|
|
2021
Q3 | $14.4K | Buy |
88
+2
| +2% | +$328 | 0.01% | 793 |
|
|
2021
Q2 | $14.1K | Hold |
86
| – | – | 0.01% | 808 |
|
|
2021
Q1 | $14.8K | Buy |
86
+3
| +4% | +$516 | 0.01% | 762 |
|
|
2020
Q4 | $11K | Buy |
83
+4
| +5% | +$530 | ﹤0.01% | 783 |
|
|
2020
Q3 | $7.24K | Hold |
79
| – | – | ﹤0.01% | 818 |
|
|
2020
Q2 | $6.49K | Buy |
79
+9
| +13% | +$740 | ﹤0.01% | 804 |
|
|
2020
Q1 | $3.94K | Buy |
70
+17
| +32% | +$957 | ﹤0.01% | 896 |
|
|
2019
Q4 | $5.73K | Hold |
53
| – | – | ﹤0.01% | 925 |
|
|
2019
Q3 | $7.12K | Buy |
53
+2
| +4% | +$269 | ﹤0.01% | 869 |
|
|
2019
Q2 | $6.79K | Hold |
51
| – | – | ﹤0.01% | 860 |
|
|
2019
Q1 | $6.07K | Sell |
51
-5
| -9% | -$595 | ﹤0.01% | 893 |
|
|
2018
Q4 | $6.31K | Buy |
56
+5
| +10% | +$563 | ﹤0.01% | 844 |
|
|
2018
Q3 | $6.65K | Sell |
51
-224
| -81% | -$29.2K | ﹤0.01% | 858 |
|
|
2018
Q2 | $33.1K | Hold |
275
| – | – | 0.02% | 398 |
|
|
2018
Q1 | $30.4K | Buy |
275
+64
| +30% | +$7.07K | 0.02% | 410 |
|
|
2017
Q4 | $25.3K | Buy |
211
+156
| +284% | +$18.7K | 0.02% | 469 |
|
|
2017
Q3 | $7.92K | Sell |
55
-168
| -75% | -$24.2K | 0.01% | 806 |
|
|
2017
Q2 | $33.2K | Buy |
223
+3
| +1% | +$447 | 0.03% | 357 |
|
|
2017
Q1 | $27.8K | Sell |
220
-38
| -15% | -$4.79K | 0.02% | 391 |
|
|
2016
Q4 | $29.2K | Sell |
258
-284
| -52% | -$32.2K | 0.03% | 374 |
|
|
2016
Q3 | $63.3K | Hold |
542
| – | – | 0.06% | 217 |
|
|
2016
Q2 | $57.6K | Sell |
542
-687
| -56% | -$73K | 0.05% | 232 |
|
|
2016
Q1 | $133K | Buy |
+1,229
| New | +$133K | 0.13% | 147 |
|