SWA
Sutton Wealth Advisors’s Exponent EXPO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-843
| Closed | -$83.5K | – | 1053 |
|
|
2022
Q4 | $83.5K | Hold |
843
| – | – | 0.03% | 279 |
|
|
2022
Q3 | $73.9K | Hold |
843
| – | – | 0.03% | 295 |
|
|
2022
Q2 | $77.1K | Buy |
843
+32
| +4% | +$2.93K | 0.03% | 280 |
|
|
2022
Q1 | $87.6K | Buy |
811
+16
| +2% | +$1.73K | 0.03% | 276 |
|
|
2021
Q4 | $92.8K | Buy |
795
+93
| +13% | +$10.9K | 0.03% | 274 |
|
|
2021
Q3 | $79.4K | Hold |
702
| – | – | 0.03% | 284 |
|
|
2021
Q2 | $62.6K | Hold |
702
| – | – | 0.02% | 348 |
|
|
2021
Q1 | $68.4K | Hold |
702
| – | – | 0.03% | 307 |
|
|
2020
Q4 | $63.2K | Hold |
702
| – | – | 0.03% | 306 |
|
|
2020
Q3 | $50.6K | Hold |
702
| – | – | 0.02% | 300 |
|
|
2020
Q2 | $56.8K | Hold |
702
| – | – | 0.03% | 278 |
|
|
2020
Q1 | $50.5K | Hold |
702
| – | – | 0.03% | 267 |
|
|
2019
Q4 | $48.4K | Hold |
702
| – | – | 0.02% | 314 |
|
|
2019
Q3 | $49.1K | Hold |
702
| – | – | 0.03% | 314 |
|
|
2019
Q2 | $41.1K | Hold |
702
| – | – | 0.02% | 352 |
|
|
2019
Q1 | $40.5K | Hold |
702
| – | – | 0.02% | 359 |
|
|
2018
Q4 | $35.6K | Hold |
702
| – | – | 0.02% | 347 |
|
|
2018
Q3 | $37.6K | Hold |
702
| – | – | 0.02% | 358 |
|
|
2018
Q2 | $33.9K | Buy |
702
+351
| +100% | +$17K | 0.02% | 392 |
|
|
2018
Q1 | $27.6K | Hold |
351
| – | – | 0.02% | 446 |
|
|
2017
Q4 | $25K | Hold |
351
| – | – | 0.02% | 475 |
|
|
2017
Q3 | $25.9K | Hold |
351
| – | – | 0.02% | 456 |
|
|
2017
Q2 | $20.5K | Hold |
351
| – | – | 0.02% | 520 |
|
|
2017
Q1 | $20.9K | Buy |
351
+186
| +113% | +$11.1K | 0.02% | 501 |
|
|
2016
Q4 | $9.95K | Hold |
165
| – | – | 0.01% | 694 |
|
|
2016
Q3 | $8.43K | Hold |
165
| – | – | 0.01% | 704 |
|
|
2016
Q2 | $9.64K | Hold |
165
| – | – | 0.01% | 636 |
|
|
2016
Q1 | $8.42K | Buy |
+165
| New | +$8.42K | 0.01% | 645 |
|