SWA
Sutton Wealth Advisors’s Harmonic Inc HLIT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-864
| Closed | -$11.3K | – | 1133 |
|
|
2022
Q4 | $11.3K | Hold |
864
| – | – | ﹤0.01% | 902 |
|
|
2022
Q3 | $11.3K | Hold |
864
| – | – | ﹤0.01% | 856 |
|
|
2022
Q2 | $7.49K | Sell |
864
-33
| -4% | -$286 | ﹤0.01% | 987 |
|
|
2022
Q1 | $8.33K | Buy |
897
+38
| +4% | +$353 | ﹤0.01% | 989 |
|
|
2021
Q4 | $10.1K | Buy |
859
+25
| +3% | +$294 | ﹤0.01% | 933 |
|
|
2021
Q3 | $7.3K | Hold |
834
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q2 | $7.11K | Hold |
834
| – | – | ﹤0.01% | 989 |
|
|
2021
Q1 | $6.54K | Hold |
834
| – | – | ﹤0.01% | 965 |
|
|
2020
Q4 | $6.16K | Hold |
834
| – | – | ﹤0.01% | 940 |
|
|
2020
Q3 | $4.65K | Hold |
834
| – | – | ﹤0.01% | 943 |
|
|
2020
Q2 | $3.96K | Hold |
834
| – | – | ﹤0.01% | 966 |
|
|
2020
Q1 | $4.8K | Buy |
+834
| New | +$4.8K | ﹤0.01% | 821 |
|
|
2019
Q1 | – | Sell |
-1,467
| Closed | -$6.92K | – | 1195 |
|
|
2018
Q4 | $6.92K | Buy |
+1,467
| New | +$6.92K | ﹤0.01% | 827 |
|
|
2018
Q1 | – | Sell |
-1,661
| Closed | -$6.98K | – | 1135 |
|
|
2017
Q4 | $6.98K | Buy |
+1,661
| New | +$6.98K | 0.01% | 843 |
|
|
2016
Q2 | – | Sell |
-1,462
| Closed | -$4.78K | – | 1051 |
|
|
2016
Q1 | $4.78K | Buy |
+1,462
| New | +$4.78K | ﹤0.01% | 748 |
|