Sutton Wealth Advisors’s First Hawaiian FHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,134
| Closed | -$55.6K | – | 1070 |
|
|
2022
Q4 | $55.6K | Hold |
2,134
| – | – | 0.02% | 360 |
|
|
2022
Q3 | $52.6K | Sell |
2,134
-326
| -13% | -$8.03K | 0.02% | 368 |
|
|
2022
Q2 | $55.9K | Buy |
2,460
+341
| +16% | +$7.74K | 0.02% | 351 |
|
|
2022
Q1 | $59.1K | Hold |
2,119
| – | – | 0.02% | 359 |
|
|
2021
Q4 | $57.9K | Buy |
2,119
+34
| +2% | +$929 | 0.02% | 376 |
|
|
2021
Q3 | $61.2K | Hold |
2,085
| – | – | 0.02% | 349 |
|
|
2021
Q2 | $59.1K | Hold |
2,085
| – | – | 0.02% | 363 |
|
|
2021
Q1 | $57.1K | Hold |
2,085
| – | – | 0.02% | 362 |
|
|
2020
Q4 | $49.2K | Hold |
2,085
| – | – | 0.02% | 351 |
|
|
2020
Q3 | $30.2K | Buy |
+2,085
| New | +$30.2K | 0.01% | 430 |
|