SWA
Sutton Wealth Advisors’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-560
| Closed | -$28.4K | – | 1177 |
|
|
2022
Q4 | $28.4K | Sell |
560
-452
| -45% | -$22.9K | 0.01% | 568 |
|
|
2022
Q3 | $42.6K | Buy |
1,012
+164
| +19% | +$6.91K | 0.02% | 414 |
|
|
2022
Q2 | $41.9K | Buy |
848
+17
| +2% | +$840 | 0.02% | 430 |
|
|
2022
Q1 | $43.8K | Sell |
831
-12
| -1% | -$632 | 0.02% | 443 |
|
|
2021
Q4 | $57.8K | Buy |
843
+12
| +1% | +$822 | 0.02% | 377 |
|
|
2021
Q3 | $62.8K | Hold |
831
| – | – | 0.02% | 338 |
|
|
2021
Q2 | $83.1K | Hold |
831
| – | – | 0.03% | 279 |
|
|
2021
Q1 | $73.7K | Hold |
831
| – | – | 0.03% | 291 |
|
|
2020
Q4 | $79.7K | Hold |
831
| – | – | 0.03% | 254 |
|
|
2020
Q3 | $50.5K | Hold |
831
| – | – | 0.02% | 301 |
|
|
2020
Q2 | $55.1K | Hold |
831
| – | – | 0.03% | 281 |
|
|
2020
Q1 | $46.4K | Hold |
831
| – | – | 0.03% | 285 |
|
|
2019
Q4 | $69.8K | Hold |
831
| – | – | 0.04% | 255 |
|
|
2019
Q3 | $61.5K | Hold |
831
| – | – | 0.03% | 258 |
|
|
2019
Q2 | $52K | Hold |
831
| – | – | 0.03% | 290 |
|
|
2019
Q1 | $38.8K | Buy |
831
+278
| +50% | +$13K | 0.02% | 372 |
|
|
2018
Q4 | $26.2K | Hold |
553
| – | – | 0.02% | 437 |
|
|
2018
Q3 | $35.5K | Hold |
553
| – | – | 0.02% | 381 |
|
|
2018
Q2 | $33.2K | Hold |
553
| – | – | 0.02% | 397 |
|
|
2018
Q1 | $39.6K | Hold |
553
| – | – | 0.03% | 335 |
|
|
2017
Q4 | $37.7K | Hold |
553
| – | – | 0.03% | 351 |
|
|
2017
Q3 | $42.8K | Hold |
553
| – | – | 0.03% | 305 |
|
|
2017
Q2 | $37.5K | Hold |
553
| – | – | 0.03% | 320 |
|
|
2017
Q1 | $33.6K | Hold |
553
| – | – | 0.03% | 350 |
|
|
2016
Q4 | $34.8K | Hold |
553
| – | – | 0.03% | 337 |
|
|
2016
Q3 | $30.8K | Hold |
553
| – | – | 0.03% | 342 |
|
|
2016
Q2 | $23.8K | Hold |
553
| – | – | 0.02% | 400 |
|
|
2016
Q1 | $23.1K | Buy |
+553
| New | +$23.1K | 0.02% | 400 |
|