SWA
Sutton Wealth Advisors’s Hope Bancorp HOPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,007
| Closed | -$25.7K | – | 1140 |
|
|
2022
Q4 | $25.7K | Hold |
2,007
| – | – | 0.01% | 594 |
|
|
2022
Q3 | $25.4K | Sell |
2,007
-34
| -2% | -$430 | 0.01% | 588 |
|
|
2022
Q2 | $28.2K | Hold |
2,041
| – | – | 0.01% | 548 |
|
|
2022
Q1 | $32.8K | Hold |
2,041
| – | – | 0.01% | 543 |
|
|
2021
Q4 | $30K | Buy |
2,041
+34
| +2% | +$500 | 0.01% | 583 |
|
|
2021
Q3 | $29K | Hold |
2,007
| – | – | 0.01% | 573 |
|
|
2021
Q2 | $28.5K | Hold |
2,007
| – | – | 0.01% | 590 |
|
|
2021
Q1 | $30.2K | Hold |
2,007
| – | – | 0.01% | 548 |
|
|
2020
Q4 | $21.9K | Buy |
2,007
+306
| +18% | +$3.34K | 0.01% | 580 |
|
|
2020
Q3 | $12.9K | Buy |
1,701
+1,202
| +241% | +$9.12K | 0.01% | 666 |
|
|
2020
Q2 | $4.6K | Buy |
+499
| New | +$4.6K | ﹤0.01% | 926 |
|
|
2020
Q1 | – | Sell |
-2,234
| Closed | -$33.2K | – | 1232 |
|
|
2019
Q4 | $33.2K | Hold |
2,234
| – | – | 0.02% | 427 |
|
|
2019
Q3 | $32K | Hold |
2,234
| – | – | 0.02% | 430 |
|
|
2019
Q2 | $30.8K | Buy |
+2,234
| New | +$30.8K | 0.02% | 448 |
|
|
2019
Q1 | – | Sell |
-443
| Closed | -$5.25K | – | 1197 |
|
|
2018
Q4 | $5.25K | Sell |
443
-1,589
| -78% | -$18.8K | ﹤0.01% | 880 |
|
|
2018
Q3 | $32.9K | Hold |
2,032
| – | – | 0.02% | 409 |
|
|
2018
Q2 | $36.2K | Hold |
2,032
| – | – | 0.03% | 378 |
|
|
2018
Q1 | $37K | Hold |
2,032
| – | – | 0.03% | 356 |
|
|
2017
Q4 | $37.1K | Hold |
2,032
| – | – | 0.03% | 356 |
|
|
2017
Q3 | $36K | Buy |
2,032
+301
| +17% | +$5.33K | 0.03% | 353 |
|
|
2017
Q2 | $32.3K | Buy |
1,731
+1,255
| +264% | +$23.4K | 0.03% | 367 |
|
|
2017
Q1 | $9.13K | Sell |
476
-290
| -38% | -$5.56K | 0.01% | 731 |
|
|
2016
Q4 | $16.8K | Buy |
766
+323
| +73% | +$7.07K | 0.02% | 548 |
|
|
2016
Q3 | $7.7K | Buy |
+443
| New | +$7.7K | 0.01% | 727 |
|