SWA
Sutton Wealth Advisors’s Independent Bank INDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,066
| Closed | -$90K | – | 1165 |
|
|
2022
Q4 | $90K | Hold |
1,066
| – | – | 0.03% | 264 |
|
|
2022
Q3 | $79.4K | Sell |
1,066
-9
| -0.8% | -$671 | 0.03% | 279 |
|
|
2022
Q2 | $85.4K | Buy |
1,075
+192
| +22% | +$15.3K | 0.03% | 262 |
|
|
2022
Q1 | $72.1K | Hold |
883
| – | – | 0.02% | 315 |
|
|
2021
Q4 | $72K | Buy |
883
+10
| +1% | +$815 | 0.02% | 320 |
|
|
2021
Q3 | $66.5K | Hold |
873
| – | – | 0.02% | 327 |
|
|
2021
Q2 | $65.9K | Hold |
873
| – | – | 0.02% | 335 |
|
|
2021
Q1 | $73.5K | Hold |
873
| – | – | 0.03% | 293 |
|
|
2020
Q4 | $63.8K | Hold |
873
| – | – | 0.03% | 304 |
|
|
2020
Q3 | $45.7K | Hold |
873
| – | – | 0.02% | 321 |
|
|
2020
Q2 | $58.6K | Sell |
873
-63
| -7% | -$4.23K | 0.03% | 270 |
|
|
2020
Q1 | $60.3K | Buy |
936
+530
| +131% | +$34.1K | 0.04% | 239 |
|
|
2019
Q4 | $33.8K | Buy |
406
+64
| +19% | +$5.33K | 0.02% | 424 |
|
|
2019
Q3 | $25.5K | Hold |
342
| – | – | 0.01% | 494 |
|
|
2019
Q2 | $26K | Hold |
342
| – | – | 0.02% | 495 |
|
|
2019
Q1 | $27.7K | Hold |
342
| – | – | 0.02% | 473 |
|
|
2018
Q4 | $24K | Hold |
342
| – | – | 0.02% | 468 |
|
|
2018
Q3 | $28.2K | Hold |
342
| – | – | 0.02% | 466 |
|
|
2018
Q2 | $26.8K | Hold |
342
| – | – | 0.02% | 479 |
|
|
2018
Q1 | $24.5K | Hold |
342
| – | – | 0.02% | 491 |
|
|
2017
Q4 | $23.9K | Hold |
342
| – | – | 0.02% | 493 |
|
|
2017
Q3 | $25.5K | Hold |
342
| – | – | 0.02% | 463 |
|
|
2017
Q2 | $22.8K | Hold |
342
| – | – | 0.02% | 473 |
|
|
2017
Q1 | $22.2K | Hold |
342
| – | – | 0.02% | 481 |
|
|
2016
Q4 | $24.1K | Hold |
342
| – | – | 0.02% | 441 |
|
|
2016
Q3 | $18.5K | Hold |
342
| – | – | 0.02% | 477 |
|
|
2016
Q2 | $15.6K | Hold |
342
| – | – | 0.01% | 510 |
|
|
2016
Q1 | $15.7K | Buy |
+342
| New | +$15.7K | 0.01% | 498 |
|