SWA
Sutton Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,849
| Closed | -$21K | – | 1134 |
|
|
2022
Q4 | $21K | Hold |
2,849
| – | – | 0.01% | 679 |
|
|
2022
Q3 | $11K | Hold |
2,849
| – | – | ﹤0.01% | 863 |
|
|
2022
Q2 | $8.83K | Hold |
2,849
| – | – | ﹤0.01% | 939 |
|
|
2022
Q1 | $13.6K | Sell |
2,849
-1,170
| -29% | -$5.59K | ﹤0.01% | 848 |
|
|
2021
Q4 | $12.5K | Buy |
4,019
+1,233
| +44% | +$3.85K | ﹤0.01% | 861 |
|
|
2021
Q3 | $10.8K | Hold |
2,786
| – | – | ﹤0.01% | 883 |
|
|
2021
Q2 | $15.9K | Hold |
2,786
| – | – | 0.01% | 770 |
|
|
2021
Q1 | $14.1K | Hold |
2,786
| – | – | 0.01% | 780 |
|
|
2020
Q4 | $11.7K | Hold |
2,786
| – | – | 0.01% | 768 |
|
|
2020
Q3 | $6.71K | Sell |
2,786
-3
| -0.1% | -$7 | ﹤0.01% | 841 |
|
|
2020
Q2 | $9.68K | Buy |
+2,789
| New | +$9.68K | 0.01% | 714 |
|
|
2020
Q1 | – | Sell |
-3,058
| Closed | -$29.4K | – | 1231 |
|
|
2019
Q4 | $29.4K | Hold |
3,058
| – | – | 0.02% | 458 |
|
|
2019
Q3 | $24.6K | Hold |
3,058
| – | – | 0.01% | 510 |
|
|
2019
Q2 | $26.4K | Hold |
3,058
| – | – | 0.02% | 493 |
|
|
2019
Q1 | $24.2K | Buy |
3,058
+791
| +35% | +$6.26K | 0.01% | 519 |
|
|
2018
Q4 | $12.3K | Hold |
2,267
| – | – | 0.01% | 685 |
|
|
2018
Q3 | $22.4K | Hold |
2,267
| – | – | 0.01% | 547 |
|
|
2018
Q2 | $18.9K | Hold |
2,267
| – | – | 0.01% | 610 |
|
|
2018
Q1 | $13.1K | Hold |
2,267
| – | – | 0.01% | 723 |
|
|
2017
Q4 | $17.1K | Hold |
2,267
| – | – | 0.01% | 602 |
|
|
2017
Q3 | $16.8K | Buy |
2,267
+1,183
| +109% | +$8.74K | 0.01% | 597 |
|
|
2017
Q2 | $6.11K | Sell |
1,084
-761
| -41% | -$4.29K | ﹤0.01% | 845 |
|
|
2017
Q1 | $14.3K | Buy |
1,845
+761
| +70% | +$5.91K | 0.01% | 626 |
|
|
2016
Q4 | $9.56K | Hold |
1,084
| – | – | 0.01% | 705 |
|
|
2016
Q3 | $8.81K | Hold |
1,084
| – | – | 0.01% | 691 |
|
|
2016
Q2 | $7.33K | Hold |
1,084
| – | – | 0.01% | 696 |
|
|
2016
Q1 | $6.07K | Buy |
+1,084
| New | +$6.07K | 0.01% | 704 |
|