SWA
Sutton Wealth Advisors’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $59.9K | Sell |
185
-29
| -14% | -$9.38K | 0.03% | 209 |
|
|
2023
Q2 | $69K | Buy |
214
+12
| +6% | +$3.87K | 0.03% | 197 |
|
|
2023
Q1 | $66.1K | Sell |
202
-1,036
| -84% | -$339K | 0.04% | 184 |
|
|
2022
Q4 | $425K | Sell |
1,238
-8
| -0.6% | -$2.75K | 0.16% | 98 |
|
|
2022
Q3 | $365K | Buy |
1,246
+17
| +1% | +$4.98K | 0.15% | 102 |
|
|
2022
Q2 | $365K | Buy |
1,229
+6
| +0.5% | +$1.78K | 0.15% | 109 |
|
|
2022
Q1 | $404K | Buy |
1,223
+10
| +0.8% | +$3.3K | 0.14% | 104 |
|
|
2021
Q4 | $464K | Sell |
1,213
-1
| -0.1% | -$383 | 0.15% | 94 |
|
|
2021
Q3 | $459K | Sell |
1,214
-3
| -0.2% | -$1.13K | 0.17% | 90 |
|
|
2021
Q2 | $462K | Buy |
1,217
+13
| +1% | +$4.93K | 0.17% | 96 |
|
|
2021
Q1 | $394K | Buy |
1,204
+4
| +0.3% | +$1.31K | 0.15% | 103 |
|
|
2020
Q4 | $316K | Buy |
1,200
+7
| +0.6% | +$1.85K | 0.13% | 116 |
|
|
2020
Q3 | $240K | Buy |
1,193
+11
| +0.9% | +$2.21K | 0.12% | 129 |
|
|
2020
Q2 | $234K | Sell |
1,182
-64
| -5% | -$12.6K | 0.12% | 127 |
|
|
2020
Q1 | $193K | Buy |
1,246
+14
| +1% | +$2.16K | 0.12% | 129 |
|
|
2019
Q4 | $283K | Hold |
1,232
| – | – | 0.15% | 114 |
|
|
2019
Q3 | $255K | Sell |
1,232
-120
| -9% | -$24.9K | 0.14% | 118 |
|
|
2019
Q2 | $277K | Hold |
1,352
| – | – | 0.16% | 110 |
|
|
2019
Q1 | $260K | Buy |
1,352
+6
| +0.4% | +$1.15K | 0.15% | 112 |
|
|
2018
Q4 | $225K | Buy |
1,346
+50
| +4% | +$8.35K | 0.15% | 113 |
|
|
2018
Q3 | $291K | Buy |
1,296
+4
| +0.3% | +$897 | 0.19% | 95 |
|
|
2018
Q2 | $285K | Hold |
1,292
| – | – | 0.2% | 88 |
|
|
2018
Q1 | $325K | Hold |
1,292
| – | – | 0.23% | 73 |
|
|
2017
Q4 | $329K | Hold |
1,292
| – | – | 0.24% | 76 |
|
|
2017
Q3 | $306K | Hold |
1,292
| – | – | 0.23% | 75 |
|
|
2017
Q2 | $287K | Hold |
1,292
| – | – | 0.23% | 75 |
|
|
2017
Q1 | $297K | Hold |
1,292
| – | – | 0.25% | 67 |
|
|
2016
Q4 | $309K | Hold |
1,292
| – | – | 0.28% | 64 |
|
|
2016
Q3 | $208K | Sell |
1,292
-157
| -11% | -$25.3K | 0.19% | 89 |
|
|
2016
Q2 | $215K | Buy |
1,449
+3
| +0.2% | +$446 | 0.2% | 86 |
|
|
2016
Q1 | $227K | Buy |
+1,446
| New | +$227K | 0.22% | 77 |
|