SWA
Sutton Wealth Advisors’s FirstCash FCFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-9
| Closed | -$782 | – | 1063 |
|
2022
Q4 | $782 | Sell |
9
-1
| -10% | -$87 | ﹤0.01% | 1401 |
|
2022
Q3 | $734 | Sell |
10
-1
| -9% | -$73 | ﹤0.01% | 1382 |
|
2022
Q2 | $765 | Sell |
11
-1
| -8% | -$70 | ﹤0.01% | 1354 |
|
2022
Q1 | $844 | Buy |
+12
| New | +$844 | ﹤0.01% | 1386 |
|
2019
Q3 | – | Sell |
-552
| Closed | -$55.2K | – | 1190 |
|
2019
Q2 | $55.2K | Hold |
552
| – | – | 0.03% | 280 |
|
2019
Q1 | $47.7K | Hold |
552
| – | – | 0.03% | 303 |
|
2018
Q4 | $39.9K | Hold |
552
| – | – | 0.03% | 319 |
|
2018
Q3 | $45.3K | Hold |
552
| – | – | 0.03% | 311 |
|
2018
Q2 | $49.6K | Hold |
552
| – | – | 0.03% | 285 |
|
2018
Q1 | $44.9K | Hold |
552
| – | – | 0.03% | 299 |
|
2017
Q4 | $37.2K | Hold |
552
| – | – | 0.03% | 355 |
|
2017
Q3 | $34.9K | Hold |
552
| – | – | 0.03% | 364 |
|
2017
Q2 | $32.2K | Hold |
552
| – | – | 0.03% | 368 |
|
2017
Q1 | $27.1K | Hold |
552
| – | – | 0.02% | 399 |
|
2016
Q4 | $25.9K | Hold |
552
| – | – | 0.02% | 414 |
|
2016
Q3 | $26K | Buy |
552
+162
| +42% | +$7.63K | 0.02% | 390 |
|
2016
Q2 | $20K | Hold |
390
| – | – | 0.02% | 445 |
|
2016
Q1 | $18K | Buy |
+390
| New | +$18K | 0.02% | 470 |
|