SWA
Sutton Wealth Advisors’s HCI Group HCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $88.8K | Hold |
1,635
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $101K | Buy |
1,635
+941
| +136% | +$58.1K | 0.05% | 170 |
|
|
2023
Q1 | $37.2K | Sell |
694
-203
| -23% | -$10.9K | 0.02% | 233 |
|
|
2022
Q4 | $35.5K | Buy |
897
+15
| +2% | +$594 | 0.01% | 495 |
|
|
2022
Q3 | $34.6K | Buy |
882
+602
| +215% | +$23.6K | 0.01% | 478 |
|
|
2022
Q2 | $19K | Hold |
280
| – | – | 0.01% | 693 |
|
|
2022
Q1 | $19.1K | Buy |
280
+91
| +48% | +$6.2K | 0.01% | 720 |
|
|
2021
Q4 | $15.8K | Buy |
189
+3
| +2% | +$251 | 0.01% | 785 |
|
|
2021
Q3 | $20.6K | Hold |
186
| – | – | 0.01% | 685 |
|
|
2021
Q2 | $18.5K | Hold |
186
| – | – | 0.01% | 728 |
|
|
2021
Q1 | $14.3K | Hold |
186
| – | – | 0.01% | 773 |
|
|
2020
Q4 | $9.73K | Hold |
186
| – | – | ﹤0.01% | 818 |
|
|
2020
Q3 | $9.17K | Hold |
186
| – | – | ﹤0.01% | 767 |
|
|
2020
Q2 | $8.59K | Hold |
186
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $7.49K | Hold |
186
| – | – | ﹤0.01% | 733 |
|
|
2019
Q4 | $8.49K | Hold |
186
| – | – | ﹤0.01% | 859 |
|
|
2019
Q3 | $7.82K | Hold |
186
| – | – | ﹤0.01% | 860 |
|
|
2019
Q2 | $7.53K | Hold |
186
| – | – | ﹤0.01% | 840 |
|
|
2019
Q1 | $7.95K | Hold |
186
| – | – | ﹤0.01% | 841 |
|
|
2018
Q4 | $9.45K | Hold |
186
| – | – | 0.01% | 763 |
|
|
2018
Q3 | $8.14K | Hold |
186
| – | – | 0.01% | 824 |
|
|
2018
Q2 | $7.73K | Hold |
186
| – | – | 0.01% | 874 |
|
|
2018
Q1 | $7.1K | Hold |
186
| – | – | 0.01% | 883 |
|
|
2017
Q4 | $5.56K | Buy |
+186
| New | +$5.56K | ﹤0.01% | 879 |
|
|
2017
Q3 | – | Sell |
-269
| Closed | -$12.6K | – | 1094 |
|
|
2017
Q2 | $12.6K | Hold |
269
| – | – | 0.01% | 686 |
|
|
2017
Q1 | $12.3K | Hold |
269
| – | – | 0.01% | 659 |
|
|
2016
Q4 | $10.6K | Buy |
+269
| New | +$10.6K | 0.01% | 678 |
|
|
2016
Q2 | – | Sell |
-117
| Closed | -$3.9K | – | 1047 |
|
|
2016
Q1 | $3.9K | Buy |
+117
| New | +$3.9K | ﹤0.01% | 809 |
|