Sutton Wealth Advisors’s Great Western Bancorp, Inc. GWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,910
| Closed | -$64.9K | – | 1754 |
|
|
2021
Q4 | $64.9K | Buy |
1,910
+15
| +0.8% | +$509 | 0.02% | 345 |
|
|
2021
Q3 | $62K | Hold |
1,895
| – | – | 0.02% | 342 |
|
|
2021
Q2 | $62.1K | Hold |
1,895
| – | – | 0.02% | 351 |
|
|
2021
Q1 | $57.4K | Hold |
1,895
| – | – | 0.02% | 358 |
|
|
2020
Q4 | $39.6K | Hold |
1,895
| – | – | 0.02% | 421 |
|
|
2020
Q3 | $23.6K | Buy |
+1,895
| New | +$23.6K | 0.01% | 498 |
|
|
2020
Q2 | – | Sell |
-1,966
| Closed | -$40.3K | – | 1309 |
|
|
2020
Q1 | $40.3K | Buy |
1,966
+1,179
| +150% | +$24.1K | 0.03% | 310 |
|
|
2019
Q4 | $27.3K | Buy |
787
+610
| +345% | +$21.2K | 0.01% | 493 |
|
|
2019
Q3 | $5.84K | Hold |
177
| – | – | ﹤0.01% | 916 |
|
|
2019
Q2 | $6.32K | Hold |
177
| – | – | ﹤0.01% | 878 |
|
|
2019
Q1 | $5.59K | Sell |
177
-438
| -71% | -$13.8K | ﹤0.01% | 916 |
|
|
2018
Q4 | $19.2K | Hold |
615
| – | – | 0.01% | 536 |
|
|
2018
Q3 | $25.9K | Hold |
615
| – | – | 0.02% | 497 |
|
|
2018
Q2 | $25.8K | Hold |
615
| – | – | 0.02% | 507 |
|
|
2018
Q1 | $24.8K | Hold |
615
| – | – | 0.02% | 485 |
|
|
2017
Q4 | $24.5K | Hold |
615
| – | – | 0.02% | 485 |
|
|
2017
Q3 | $25.4K | Buy |
615
+423
| +220% | +$17.5K | 0.02% | 465 |
|
|
2017
Q2 | $7.84K | Sell |
192
-33
| -15% | -$1.35K | 0.01% | 804 |
|
|
2017
Q1 | $9.54K | Buy |
225
+18
| +9% | +$763 | 0.01% | 724 |
|
|
2016
Q4 | $9.02K | Buy |
207
+30
| +17% | +$1.31K | 0.01% | 718 |
|
|
2016
Q3 | $5.9K | Hold |
177
| – | – | 0.01% | 789 |
|
|
2016
Q2 | $5.58K | Buy |
+177
| New | +$5.58K | 0.01% | 763 |
|