SWA
Sutton Wealth Advisors’s Gartner IT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11K | Buy |
32
+4
| +14% | +$1.38K | 0.01% | 450 |
|
|
2023
Q2 | $9.81K | Hold |
28
| – | – | ﹤0.01% | 462 |
|
|
2023
Q1 | $9.12K | Hold |
28
| – | – | ﹤0.01% | 440 |
|
|
2022
Q4 | $9.41K | Hold |
28
| – | – | ﹤0.01% | 969 |
|
|
2022
Q3 | $7.75K | Hold |
28
| – | – | ﹤0.01% | 969 |
|
|
2022
Q2 | $6.77K | Sell |
28
-1
| -3% | -$242 | ﹤0.01% | 1010 |
|
|
2022
Q1 | $8.63K | Buy |
29
+2
| +7% | +$595 | ﹤0.01% | 973 |
|
|
2021
Q4 | $9.03K | Buy |
27
+1
| +4% | +$334 | ﹤0.01% | 968 |
|
|
2021
Q3 | $7.9K | Buy |
26
+1
| +4% | +$304 | ﹤0.01% | 985 |
|
|
2021
Q2 | $6.06K | Hold |
25
| – | – | ﹤0.01% | 1016 |
|
|
2021
Q1 | $4.56K | Buy |
25
+9
| +56% | +$1.64K | ﹤0.01% | 1027 |
|
|
2020
Q4 | $2.56K | Buy |
16
+5
| +45% | +$801 | ﹤0.01% | 1077 |
|
|
2020
Q3 | $1.37K | Hold |
11
| – | – | ﹤0.01% | 1111 |
|
|
2020
Q2 | $1.34K | Buy |
11
+2
| +22% | +$243 | ﹤0.01% | 1097 |
|
|
2020
Q1 | $896 | Sell |
9
-7
| -44% | -$697 | ﹤0.01% | 1107 |
|
|
2019
Q4 | $2.47K | Buy |
16
+5
| +45% | +$771 | ﹤0.01% | 1032 |
|
|
2019
Q3 | $1.57K | Sell |
11
-7
| -39% | -$1K | ﹤0.01% | 1080 |
|
|
2019
Q2 | $2.9K | Buy |
18
+7
| +64% | +$1.13K | ﹤0.01% | 1007 |
|
|
2019
Q1 | $1.67K | Buy |
11
+3
| +38% | +$455 | ﹤0.01% | 1072 |
|
|
2018
Q4 | $1.02K | Buy |
8
+5
| +167% | +$639 | ﹤0.01% | 1036 |
|
|
2018
Q3 | $476 | Hold |
3
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q2 | $399 | Buy |
+3
| New | +$399 | ﹤0.01% | 1105 |
|