SWA
Sutton Wealth Advisors’s Graco GGG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,366
| Closed | -$361K | – | 1102 |
|
2022
Q4 | $361K | Hold |
5,366
| – | – | 0.14% | 113 |
|
2022
Q3 | $322K | Buy |
5,366
+17
| +0.3% | +$1.02K | 0.13% | 121 |
|
2022
Q2 | $318K | Sell |
5,349
-17
| -0.3% | -$1.01K | 0.13% | 119 |
|
2022
Q1 | $374K | Buy |
5,366
+12
| +0.2% | +$837 | 0.13% | 113 |
|
2021
Q4 | $432K | Buy |
5,354
+14
| +0.3% | +$1.13K | 0.14% | 99 |
|
2021
Q3 | $374K | Hold |
5,340
| – | – | 0.14% | 113 |
|
2021
Q2 | $404K | Hold |
5,340
| – | – | 0.15% | 109 |
|
2021
Q1 | $382K | Hold |
5,340
| – | – | 0.15% | 108 |
|
2020
Q4 | $386K | Hold |
5,340
| – | – | 0.16% | 101 |
|
2020
Q3 | $328K | Hold |
5,340
| – | – | 0.16% | 106 |
|
2020
Q2 | $256K | Hold |
5,340
| – | – | 0.13% | 116 |
|
2020
Q1 | $260K | Hold |
5,340
| – | – | 0.16% | 100 |
|
2019
Q4 | $278K | Hold |
5,340
| – | – | 0.14% | 116 |
|
2019
Q3 | $246K | Hold |
5,340
| – | – | 0.14% | 120 |
|
2019
Q2 | $268K | Hold |
5,340
| – | – | 0.15% | 112 |
|
2019
Q1 | $264K | Hold |
5,340
| – | – | 0.15% | 111 |
|
2018
Q4 | $223K | Hold |
5,340
| – | – | 0.14% | 115 |
|
2018
Q3 | $247K | Hold |
5,340
| – | – | 0.16% | 105 |
|
2018
Q2 | $241K | Hold |
5,340
| – | – | 0.17% | 103 |
|
2018
Q1 | $244K | Hold |
5,340
| – | – | 0.17% | 102 |
|
2017
Q4 | $241K | Buy |
5,340
+3,560
| +200% | +$161K | 0.18% | 105 |
|
2017
Q3 | $220K | Hold |
1,780
| – | – | 0.17% | 103 |
|
2017
Q2 | $195K | Hold |
1,780
| – | – | 0.15% | 115 |
|
2017
Q1 | $168K | Hold |
1,780
| – | – | 0.14% | 123 |
|
2016
Q4 | $148K | Hold |
1,780
| – | – | 0.13% | 137 |
|
2016
Q3 | $132K | Hold |
1,780
| – | – | 0.12% | 144 |
|
2016
Q2 | $141K | Hold |
1,780
| – | – | 0.13% | 133 |
|
2016
Q1 | $149K | Buy |
+1,780
| New | +$149K | 0.14% | 123 |
|