Sutton Wealth Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$1.75K Buy
2023
Q1
Sell
2022
Q4
$401 Hold
2022
Q3
$400 Buy
2022
Q2
Sell
2022
Q1
$868 Buy