SWA
Sutton Wealth Advisors’s Idexx Laboratories IDXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $26.7K | Buy |
61
+4
| +7% | +$1.75K | 0.01% | 317 |
|
|
2023
Q2 | $28.6K | Buy |
57
+18
| +46% | +$9.04K | 0.01% | 297 |
|
|
2023
Q1 | $19.5K | Sell |
39
-1,051
| -96% | -$526K | 0.01% | 316 |
|
|
2022
Q4 | $445K | Buy |
1,090
+12
| +1% | +$4.9K | 0.17% | 92 |
|
|
2022
Q3 | $351K | Buy |
1,078
+21
| +2% | +$6.84K | 0.14% | 108 |
|
|
2022
Q2 | $371K | Sell |
1,057
-13
| -1% | -$4.56K | 0.15% | 107 |
|
|
2022
Q1 | $585K | Buy |
1,070
+8
| +0.8% | +$4.38K | 0.2% | 78 |
|
|
2021
Q4 | $699K | Buy |
1,062
+3
| +0.3% | +$1.98K | 0.23% | 71 |
|
|
2021
Q3 | $659K | Buy |
1,059
+1
| +0.1% | +$622 | 0.24% | 72 |
|
|
2021
Q2 | $668K | Hold |
1,058
| – | – | 0.24% | 73 |
|
|
2021
Q1 | $518K | Hold |
1,058
| – | – | 0.2% | 82 |
|
|
2020
Q4 | $529K | Buy |
1,058
+3
| +0.3% | +$1.5K | 0.22% | 77 |
|
|
2020
Q3 | $415K | Hold |
1,055
| – | – | 0.2% | 85 |
|
|
2020
Q2 | $348K | Buy |
1,055
+3
| +0.3% | +$990 | 0.18% | 96 |
|
|
2020
Q1 | $255K | Hold |
1,052
| – | – | 0.16% | 105 |
|
|
2019
Q4 | $275K | Hold |
1,052
| – | – | 0.14% | 118 |
|
|
2019
Q3 | $286K | Hold |
1,052
| – | – | 0.16% | 107 |
|
|
2019
Q2 | $290K | Buy |
1,052
+3
| +0.3% | +$826 | 0.17% | 105 |
|
|
2019
Q1 | $235K | Hold |
1,049
| – | – | 0.14% | 121 |
|
|
2018
Q4 | $195K | Sell |
1,049
-4
| -0.4% | -$744 | 0.13% | 130 |
|
|
2018
Q3 | $263K | Sell |
1,053
-335
| -24% | -$83.6K | 0.17% | 102 |
|
|
2018
Q2 | $303K | Sell |
1,388
-104
| -7% | -$22.7K | 0.21% | 81 |
|
|
2018
Q1 | $286K | Sell |
1,492
-21
| -1% | -$4.02K | 0.2% | 85 |
|
|
2017
Q4 | $237K | Hold |
1,513
| – | – | 0.17% | 107 |
|
|
2017
Q3 | $235K | Hold |
1,513
| – | – | 0.18% | 100 |
|
|
2017
Q2 | $244K | Hold |
1,513
| – | – | 0.19% | 84 |
|
|
2017
Q1 | $234K | Sell |
1,513
-241
| -14% | -$37.3K | 0.2% | 84 |
|
|
2016
Q4 | $206K | Sell |
1,754
-139
| -7% | -$16.3K | 0.18% | 94 |
|
|
2016
Q3 | $213K | Sell |
1,893
-167
| -8% | -$18.8K | 0.19% | 88 |
|
|
2016
Q2 | $191K | Hold |
2,060
| – | – | 0.18% | 95 |
|
|
2016
Q1 | $161K | Buy |
+2,060
| New | +$161K | 0.15% | 115 |
|