SWA
Sutton Wealth Advisors’s Chart Industries GTLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2
| Closed | -$369 | – | 1689 |
|
|
2022
Q3 | $369 | Hold |
2
| – | – | ﹤0.01% | 1504 |
|
|
2022
Q2 | $335 | Sell |
2
-801
| -100% | -$134K | ﹤0.01% | 1528 |
|
|
2022
Q1 | $138K | Buy |
803
+8
| +1% | +$1.37K | 0.05% | 211 |
|
|
2021
Q4 | $127K | Buy |
795
+8
| +1% | +$1.28K | 0.04% | 228 |
|
|
2021
Q3 | $150K | Sell |
787
-41
| -5% | -$7.84K | 0.06% | 202 |
|
|
2021
Q2 | $121K | Hold |
828
| – | – | 0.04% | 226 |
|
|
2021
Q1 | $118K | Sell |
828
-71
| -8% | -$10.1K | 0.05% | 221 |
|
|
2020
Q4 | $106K | Sell |
899
-44
| -5% | -$5.18K | 0.04% | 221 |
|
|
2020
Q3 | $66.3K | Sell |
943
-66
| -7% | -$4.64K | 0.03% | 255 |
|
|
2020
Q2 | $48.9K | Hold |
1,009
| – | – | 0.03% | 303 |
|
|
2020
Q1 | $29.2K | Buy |
1,009
+110
| +12% | +$3.19K | 0.02% | 376 |
|
|
2019
Q4 | $60.7K | Hold |
899
| – | – | 0.03% | 273 |
|
|
2019
Q3 | $56.1K | Hold |
899
| – | – | 0.03% | 276 |
|
|
2019
Q2 | $69.1K | Hold |
899
| – | – | 0.04% | 241 |
|
|
2019
Q1 | $81.4K | Hold |
899
| – | – | 0.05% | 231 |
|
|
2018
Q4 | $58.5K | Hold |
899
| – | – | 0.04% | 253 |
|
|
2018
Q3 | $70.4K | Sell |
899
-52
| -5% | -$4.07K | 0.05% | 233 |
|
|
2018
Q2 | $58.7K | Sell |
951
-17
| -2% | -$1.05K | 0.04% | 250 |
|
|
2018
Q1 | $57.1K | Sell |
968
-99
| -9% | -$5.84K | 0.04% | 250 |
|
|
2017
Q4 | $50K | Sell |
1,067
-11
| -1% | -$515 | 0.04% | 273 |
|
|
2017
Q3 | $42.3K | Hold |
1,078
| – | – | 0.03% | 308 |
|
|
2017
Q2 | $37.4K | Hold |
1,078
| – | – | 0.03% | 321 |
|
|
2017
Q1 | $37.7K | Hold |
1,078
| – | – | 0.03% | 314 |
|
|
2016
Q4 | $38.8K | Sell |
1,078
-24
| -2% | -$864 | 0.03% | 309 |
|
|
2016
Q3 | $36.2K | Hold |
1,102
| – | – | 0.03% | 311 |
|
|
2016
Q2 | $26.6K | Hold |
1,102
| – | – | 0.03% | 372 |
|
|
2016
Q1 | $23.9K | Buy |
+1,102
| New | +$23.9K | 0.02% | 390 |
|