SWA
Sutton Wealth Advisors’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $14.6K | Buy |
133
+11
| +9% | +$1.21K | 0.01% | 405 |
|
|
2023
Q2 | $13.8K | Hold |
122
| – | – | 0.01% | 404 |
|
|
2023
Q1 | $12.7K | Buy |
122
+12
| +11% | +$1.25K | 0.01% | 378 |
|
|
2022
Q4 | $11.3K | Sell |
110
-75
| -41% | -$7.69K | ﹤0.01% | 903 |
|
|
2022
Q3 | $16.7K | Sell |
185
-6
| -3% | -$542 | 0.01% | 717 |
|
|
2022
Q2 | $18K | Buy |
191
+21
| +12% | +$1.98K | 0.01% | 714 |
|
|
2022
Q1 | $22.5K | Buy |
170
+13
| +8% | +$1.72K | 0.01% | 675 |
|
|
2021
Q4 | $21.5K | Hold |
157
| – | – | 0.01% | 674 |
|
|
2021
Q3 | $18K | Buy |
157
+5
| +3% | +$574 | 0.01% | 727 |
|
|
2021
Q2 | $18K | Hold |
152
| – | – | 0.01% | 735 |
|
|
2021
Q1 | $17K | Buy |
152
+30
| +25% | +$3.35K | 0.01% | 719 |
|
|
2020
Q4 | $14.1K | Buy |
122
+19
| +18% | +$2.19K | 0.01% | 710 |
|
|
2020
Q3 | $10.3K | Hold |
103
| – | – | 0.01% | 732 |
|
|
2020
Q2 | $9.44K | Sell |
103
-176
| -63% | -$16.1K | ﹤0.01% | 724 |
|
|
2020
Q1 | $22.5K | Buy |
279
+8
| +3% | +$646 | 0.01% | 443 |
|
|
2019
Q4 | $25.1K | Hold |
271
| – | – | 0.01% | 515 |
|
|
2019
Q3 | $25K | Hold |
271
| – | – | 0.01% | 506 |
|
|
2019
Q2 | $23.3K | Buy |
271
+9
| +3% | +$773 | 0.01% | 522 |
|
|
2019
Q1 | $19.9K | Buy |
262
+23
| +10% | +$1.75K | 0.01% | 570 |
|
|
2018
Q4 | $18K | Buy |
239
+181
| +312% | +$13.6K | 0.01% | 557 |
|
|
2018
Q3 | $4.34K | Hold |
58
| – | – | ﹤0.01% | 920 |
|
|
2018
Q2 | $4.27K | Hold |
58
| – | – | ﹤0.01% | 939 |
|
|
2018
Q1 | $4.21K | Hold |
58
| – | – | ﹤0.01% | 938 |
|
|
2017
Q4 | $4.09K | Hold |
58
| – | – | ﹤0.01% | 911 |
|
|
2017
Q3 | $3.99K | Hold |
58
| – | – | ﹤0.01% | 898 |
|
|
2017
Q2 | $3.82K | Buy |
58
+18
| +45% | +$1.19K | ﹤0.01% | 910 |
|
|
2017
Q1 | $2.4K | Hold |
40
| – | – | ﹤0.01% | 925 |
|
|
2016
Q4 | $2.26K | Buy |
40
+32
| +400% | +$1.81K | ﹤0.01% | 922 |
|
|
2016
Q3 | $2.16K | Hold |
8
| – | – | ﹤0.01% | 918 |
|
|
2016
Q2 | $2.05K | Hold |
8
| – | – | ﹤0.01% | 884 |
|
|
2016
Q1 | $1.88K | Buy |
+8
| New | +$1.88K | ﹤0.01% | 885 |
|