SWA
Sutton Wealth Advisors’s Diamondback Energy FANG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $28.8K | Buy |
186
+27
| +17% | +$4.18K | 0.01% | 301 |
|
|
2023
Q2 | $20.9K | Hold |
159
| – | – | 0.01% | 346 |
|
|
2023
Q1 | $21.5K | Sell |
159
-4
| -2% | -$541 | 0.01% | 302 |
|
|
2022
Q4 | $22.3K | Sell |
163
-4
| -2% | -$547 | 0.01% | 651 |
|
|
2022
Q3 | $20.1K | Sell |
167
-7
| -4% | -$843 | 0.01% | 662 |
|
|
2022
Q2 | $21.1K | Buy |
174
+5
| +3% | +$606 | 0.01% | 659 |
|
|
2022
Q1 | $23.2K | Buy |
169
+7
| +4% | +$960 | 0.01% | 664 |
|
|
2021
Q4 | $17.5K | Hold |
162
| – | – | 0.01% | 752 |
|
|
2021
Q3 | $15.3K | Buy |
162
+2
| +1% | +$189 | 0.01% | 776 |
|
|
2021
Q2 | $15K | Hold |
160
| – | – | 0.01% | 785 |
|
|
2021
Q1 | $11.8K | Hold |
160
| – | – | ﹤0.01% | 829 |
|
|
2020
Q4 | $7.74K | Buy |
160
+22
| +16% | +$1.07K | ﹤0.01% | 884 |
|
|
2020
Q3 | $4.16K | Buy |
138
+18
| +15% | +$542 | ﹤0.01% | 973 |
|
|
2020
Q2 | $5.02K | Buy |
120
+21
| +21% | +$878 | ﹤0.01% | 887 |
|
|
2020
Q1 | $2.59K | Buy |
+99
| New | +$2.59K | ﹤0.01% | 994 |
|
|
2019
Q4 | – | Sell |
-270
| Closed | -$24.3K | – | 1177 |
|
|
2019
Q3 | $24.3K | Sell |
270
-10
| -4% | -$899 | 0.01% | 515 |
|
|
2019
Q2 | $30.5K | Buy |
280
+30
| +12% | +$3.27K | 0.02% | 451 |
|
|
2019
Q1 | $25.4K | Buy |
250
+15
| +6% | +$1.52K | 0.01% | 501 |
|
|
2018
Q4 | $21.8K | Buy |
235
+132
| +128% | +$12.2K | 0.01% | 497 |
|
|
2018
Q3 | $13.9K | Sell |
103
-222
| -68% | -$30K | 0.01% | 704 |
|
|
2018
Q2 | $42.8K | Hold |
325
| – | – | 0.03% | 330 |
|
|
2018
Q1 | $41.1K | Hold |
325
| – | – | 0.03% | 325 |
|
|
2017
Q4 | $41K | Buy |
325
+222
| +216% | +$28K | 0.03% | 329 |
|
|
2017
Q3 | $10.1K | Hold |
103
| – | – | 0.01% | 764 |
|
|
2017
Q2 | $9.15K | Sell |
103
-487
| -83% | -$43.2K | 0.01% | 764 |
|
|
2017
Q1 | $61.2K | Buy |
590
+105
| +22% | +$10.9K | 0.05% | 229 |
|
|
2016
Q4 | $49K | Hold |
485
| – | – | 0.04% | 268 |
|
|
2016
Q3 | $46.8K | Buy |
485
+382
| +371% | +$36.9K | 0.04% | 267 |
|
|
2016
Q2 | $9.4K | Buy |
+103
| New | +$9.4K | 0.01% | 644 |
|