SWA
Sutton Wealth Advisors’s BlackRock Floating Rate Income Strategies Fund FRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $139K | Hold |
10,984
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $134K | Hold |
10,984
| – | – | 0.07% | 142 |
|
|
2023
Q1 | $129K | Hold |
10,984
| – | – | 0.07% | 136 |
|
|
2022
Q4 | $124K | Hold |
10,984
| – | – | 0.05% | 224 |
|
|
2022
Q3 | $121K | Buy |
10,984
+5,657
| +106% | +$62.3K | 0.05% | 223 |
|
|
2022
Q2 | $60.7K | Buy |
+5,327
| New | +$60.7K | 0.02% | 333 |
|