SWA
Sutton Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.75K | Buy |
+4
| New | +$1.75K | ﹤0.01% | 740 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$401 | – | 1066 |
|
|
2022
Q4 | $401 | Hold |
1
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q3 | $400 | Buy |
+1
| New | +$400 | ﹤0.01% | 1494 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | -$868 | – | 1663 |
|
|
2022
Q1 | $868 | Buy |
+2
| New | +$868 | ﹤0.01% | 1380 |
|