SWA
Sutton Wealth Advisors’s HomeStreet HMST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,006
| Closed | -$27.7K | – | 1136 |
|
|
2022
Q4 | $27.7K | Buy |
1,006
+664
| +194% | +$18.3K | 0.01% | 574 |
|
|
2022
Q3 | $9.85K | Buy |
+342
| New | +$9.85K | ﹤0.01% | 890 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | -$95 | – | 1671 |
|
|
2022
Q1 | $95 | Sell |
2
-2
| -50% | -$95 | ﹤0.01% | 1623 |
|
|
2021
Q4 | $208 | Buy |
+4
| New | +$208 | ﹤0.01% | 1636 |
|
|
2020
Q2 | – | Sell |
-198
| Closed | -$4.4K | – | 1245 |
|
|
2020
Q1 | $4.4K | Sell |
198
-21
| -10% | -$467 | ﹤0.01% | 853 |
|
|
2019
Q4 | $7.45K | Hold |
219
| – | – | ﹤0.01% | 881 |
|
|
2019
Q3 | $5.98K | Buy |
+219
| New | +$5.98K | ﹤0.01% | 912 |
|
|
2019
Q1 | – | Sell |
-505
| Closed | -$10.7K | – | 1196 |
|
|
2018
Q4 | $10.7K | Buy |
+505
| New | +$10.7K | 0.01% | 724 |
|