SWA
EXPR
Sutton Wealth Advisors’s Express, Inc. EXPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,536
| Closed | -$5.27K | – | 1300 |
|
|
2020
Q1 | $5.27K | Hold |
3,536
| – | – | ﹤0.01% | 805 |
|
|
2019
Q4 | $17.2K | Hold |
3,536
| – | – | 0.01% | 662 |
|
|
2019
Q3 | $12.2K | Buy |
3,536
+156
| +5% | +$537 | 0.01% | 737 |
|
|
2019
Q2 | $9.23K | Buy |
+3,380
| New | +$9.23K | 0.01% | 789 |
|
|
2019
Q1 | – | Sell |
-1,765
| Closed | -$9.02K | – | 1247 |
|
|
2018
Q4 | $9.02K | Hold |
1,765
| – | – | 0.01% | 772 |
|
|
2018
Q3 | $19.5K | Hold |
1,765
| – | – | 0.01% | 599 |
|
|
2018
Q2 | $16.2K | Hold |
1,765
| – | – | 0.01% | 671 |
|
|
2018
Q1 | $12.6K | Hold |
1,765
| – | – | 0.01% | 742 |
|
|
2017
Q4 | $17.9K | Hold |
1,765
| – | – | 0.01% | 588 |
|
|
2017
Q3 | $11.9K | Sell |
1,765
-543
| -24% | -$3.67K | 0.01% | 720 |
|
|
2017
Q2 | $15.6K | Buy |
+2,308
| New | +$15.6K | 0.01% | 616 |
|
|
2017
Q1 | – | Sell |
-1,586
| Closed | -$17.1K | – | 1084 |
|
|
2016
Q4 | $17.1K | Buy |
+1,586
| New | +$17.1K | 0.02% | 542 |
|
|
2016
Q2 | – | Sell |
-687
| Closed | -$14.7K | – | 1077 |
|
|
2016
Q1 | $14.7K | Buy |
+687
| New | +$14.7K | 0.01% | 513 |
|