SWA
Sutton Wealth Advisors’s Gen Digital GEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.91K | Sell |
108
-46
| -30% | -$813 | ﹤0.01% | 730 |
|
|
2023
Q2 | $2.86K | Buy |
154
+8
| +5% | +$148 | ﹤0.01% | 649 |
|
|
2023
Q1 | $2.51K | Sell |
146
-71
| -33% | -$1.22K | ﹤0.01% | 614 |
|
|
2022
Q4 | $4.65K | Hold |
217
| – | – | ﹤0.01% | 1107 |
|
|
2022
Q3 | $4.37K | Buy |
217
+15
| +7% | +$302 | ﹤0.01% | 1093 |
|
|
2022
Q2 | $4.44K | Sell |
202
-45
| -18% | -$988 | ﹤0.01% | 1079 |
|
|
2022
Q1 | $6.55K | Buy |
247
+21
| +9% | +$557 | ﹤0.01% | 1046 |
|
|
2021
Q4 | $5.87K | Hold |
226
| – | – | ﹤0.01% | 1046 |
|
|
2021
Q3 | $5.72K | Hold |
226
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q2 | $6.15K | Hold |
226
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q1 | $4.81K | Buy |
226
+11
| +5% | +$234 | ﹤0.01% | 1020 |
|
|
2020
Q4 | $4.47K | Buy |
215
+28
| +15% | +$582 | ﹤0.01% | 1006 |
|
|
2020
Q3 | $3.9K | Sell |
187
-5
| -3% | -$104 | ﹤0.01% | 983 |
|
|
2020
Q2 | $3.81K | Buy |
192
+12
| +7% | +$238 | ﹤0.01% | 973 |
|
|
2020
Q1 | $3.37K | Buy |
180
+6
| +3% | +$112 | ﹤0.01% | 940 |
|
|
2019
Q4 | $4.44K | Hold |
174
| – | – | ﹤0.01% | 962 |
|
|
2019
Q3 | $4.11K | Hold |
174
| – | – | ﹤0.01% | 971 |
|
|
2019
Q2 | $3.79K | Hold |
174
| – | – | ﹤0.01% | 969 |
|
|
2019
Q1 | $4K | Hold |
174
| – | – | ﹤0.01% | 971 |
|
|
2018
Q4 | $3.29K | Hold |
174
| – | – | ﹤0.01% | 942 |
|
|
2018
Q3 | $3.7K | Hold |
174
| – | – | ﹤0.01% | 937 |
|
|
2018
Q2 | $3.59K | Sell |
174
-489
| -74% | -$10.1K | ﹤0.01% | 961 |
|
|
2018
Q1 | $17.1K | Buy |
663
+489
| +281% | +$12.6K | 0.01% | 632 |
|
|
2017
Q4 | $4.88K | Hold |
174
| – | – | ﹤0.01% | 895 |
|
|
2017
Q3 | $5.71K | Hold |
174
| – | – | ﹤0.01% | 858 |
|
|
2017
Q2 | $4.92K | Hold |
174
| – | – | ﹤0.01% | 875 |
|
|
2017
Q1 | $5.34K | Hold |
174
| – | – | ﹤0.01% | 835 |
|
|
2016
Q4 | $4.16K | Hold |
174
| – | – | ﹤0.01% | 869 |
|
|
2016
Q3 | $4.37K | Buy |
174
+10
| +6% | +$251 | ﹤0.01% | 846 |
|
|
2016
Q2 | $3.37K | Hold |
164
| – | – | ﹤0.01% | 847 |
|
|
2016
Q1 | $3.01K | Buy |
+164
| New | +$3.01K | ﹤0.01% | 844 |
|