SWA
Sutton Wealth Advisors’s Interactive Brokers IBKR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$434 | – | 1158 |
|
|
2022
Q4 | $434 | Buy |
6
+2
| +50% | +$145 | ﹤0.01% | 1515 |
|
|
2022
Q3 | $256 | Buy |
4
+1
| +33% | +$64 | ﹤0.01% | 1538 |
|
|
2022
Q2 | $165 | Buy |
+3
| New | +$165 | ﹤0.01% | 1582 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$874 | – | 1671 |
|
|
2021
Q4 | $874 | Buy |
+11
| New | +$874 | ﹤0.01% | 1357 |
|
|
2018
Q1 | – | Sell |
-860
| Closed | -$50.9K | – | 1137 |
|
|
2017
Q4 | $50.9K | Hold |
860
| – | – | 0.04% | 270 |
|
|
2017
Q3 | $38.7K | Hold |
860
| – | – | 0.03% | 335 |
|
|
2017
Q2 | $32.2K | Hold |
860
| – | – | 0.03% | 369 |
|
|
2017
Q1 | $29.9K | Hold |
860
| – | – | 0.03% | 375 |
|
|
2016
Q4 | $31.4K | Hold |
860
| – | – | 0.03% | 361 |
|
|
2016
Q3 | $30.3K | Hold |
860
| – | – | 0.03% | 346 |
|
|
2016
Q2 | $30.4K | Sell |
860
-217
| -20% | -$7.68K | 0.03% | 330 |
|
|
2016
Q1 | $42.3K | Buy |
+1,077
| New | +$42.3K | 0.04% | 271 |
|