SWA
Sutton Wealth Advisors’s FTI Consulting FCN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6
| Closed | -$953 | – | 1064 |
|
2022
Q4 | $953 | Hold |
6
| – | – | ﹤0.01% | 1340 |
|
2022
Q3 | $994 | Hold |
6
| – | – | ﹤0.01% | 1297 |
|
2022
Q2 | $1.09K | Buy |
6
+2
| +50% | +$362 | ﹤0.01% | 1261 |
|
2022
Q1 | $629 | Hold |
4
| – | – | ﹤0.01% | 1446 |
|
2021
Q4 | $614 | Buy |
+4
| New | +$614 | ﹤0.01% | 1460 |
|
2019
Q4 | – | Sell |
-613
| Closed | -$65K | – | 1178 |
|
2019
Q3 | $65K | Hold |
613
| – | – | 0.04% | 253 |
|
2019
Q2 | $51.4K | Hold |
613
| – | – | 0.03% | 294 |
|
2019
Q1 | $47.1K | Hold |
613
| – | – | 0.03% | 310 |
|
2018
Q4 | $40.9K | Hold |
613
| – | – | 0.03% | 310 |
|
2018
Q3 | $44.9K | Hold |
613
| – | – | 0.03% | 314 |
|
2018
Q2 | $37.1K | Hold |
613
| – | – | 0.03% | 372 |
|
2018
Q1 | $29.7K | Hold |
613
| – | – | 0.02% | 422 |
|
2017
Q4 | $26.3K | Hold |
613
| – | – | 0.02% | 456 |
|
2017
Q3 | $21.7K | Buy |
+613
| New | +$21.7K | 0.02% | 516 |
|