SWA
Sutton Wealth Advisors’s General Dynamics GD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $62.1K | Buy |
281
+16
| +6% | +$3.54K | 0.03% | 207 |
|
|
2023
Q2 | $57K | Hold |
265
| – | – | 0.03% | 210 |
|
|
2023
Q1 | $60.5K | Sell |
265
-48
| -15% | -$11K | 0.03% | 190 |
|
|
2022
Q4 | $77.7K | Hold |
313
| – | – | 0.03% | 291 |
|
|
2022
Q3 | $66.4K | Hold |
313
| – | – | 0.03% | 322 |
|
|
2022
Q2 | $69.3K | Hold |
313
| – | – | 0.03% | 302 |
|
|
2022
Q1 | $75.5K | Buy |
313
+4
| +1% | +$965 | 0.03% | 304 |
|
|
2021
Q4 | $64.4K | Buy |
309
+4
| +1% | +$834 | 0.02% | 349 |
|
|
2021
Q3 | $59.8K | Hold |
305
| – | – | 0.02% | 354 |
|
|
2021
Q2 | $57.4K | Hold |
305
| – | – | 0.02% | 371 |
|
|
2021
Q1 | $55.4K | Buy |
305
+18
| +6% | +$3.27K | 0.02% | 368 |
|
|
2020
Q4 | $42.7K | Buy |
287
+2
| +0.7% | +$298 | 0.02% | 404 |
|
|
2020
Q3 | $39.5K | Hold |
285
| – | – | 0.02% | 351 |
|
|
2020
Q2 | $42.6K | Sell |
285
-9
| -3% | -$1.35K | 0.02% | 339 |
|
|
2020
Q1 | $38.9K | Buy |
294
+14
| +5% | +$1.85K | 0.02% | 324 |
|
|
2019
Q4 | $49.4K | Hold |
280
| – | – | 0.03% | 309 |
|
|
2019
Q3 | $51.2K | Hold |
280
| – | – | 0.03% | 299 |
|
|
2019
Q2 | $50.9K | Hold |
280
| – | – | 0.03% | 296 |
|
|
2019
Q1 | $47.4K | Buy |
280
+9
| +3% | +$1.52K | 0.03% | 306 |
|
|
2018
Q4 | $42.6K | Buy |
271
+12
| +5% | +$1.89K | 0.03% | 301 |
|
|
2018
Q3 | $53K | Hold |
259
| – | – | 0.03% | 281 |
|
|
2018
Q2 | $48.3K | Sell |
259
-11
| -4% | -$2.05K | 0.03% | 293 |
|
|
2018
Q1 | $59.6K | Buy |
270
+11
| +4% | +$2.43K | 0.04% | 245 |
|
|
2017
Q4 | $52.7K | Sell |
259
-36
| -12% | -$7.32K | 0.04% | 262 |
|
|
2017
Q3 | $60.6K | Sell |
295
-2
| -0.7% | -$411 | 0.05% | 238 |
|
|
2017
Q2 | $58.8K | Sell |
297
-2
| -0.7% | -$396 | 0.05% | 242 |
|
|
2017
Q1 | $56K | Hold |
299
| – | – | 0.05% | 247 |
|
|
2016
Q4 | $51.6K | Hold |
299
| – | – | 0.05% | 261 |
|
|
2016
Q3 | $46.4K | Hold |
299
| – | – | 0.04% | 268 |
|
|
2016
Q2 | $41.6K | Hold |
299
| – | – | 0.04% | 269 |
|
|
2016
Q1 | $39.3K | Buy |
+299
| New | +$39.3K | 0.04% | 285 |
|