SWA
Sutton Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $193K | Hold |
788
| – | – | 0.1% | 112 |
|
|
2023
Q2 | $201K | Hold |
788
| – | – | 0.1% | 107 |
|
|
2023
Q1 | $186K | Sell |
788
-175
| -18% | -$41.2K | 0.1% | 109 |
|
|
2022
Q4 | $213K | Sell |
963
-54
| -5% | -$11.9K | 0.08% | 166 |
|
|
2022
Q3 | $211K | Sell |
1,017
-6
| -0.6% | -$1.24K | 0.09% | 165 |
|
|
2022
Q2 | $222K | Buy |
1,023
+1
| +0.1% | +$217 | 0.09% | 157 |
|
|
2022
Q1 | $268K | Sell |
1,022
-283
| -22% | -$74.3K | 0.09% | 149 |
|
|
2021
Q4 | $362K | Buy |
1,305
+304
| +30% | +$84.4K | 0.12% | 116 |
|
|
2021
Q3 | $255K | Buy |
1,001
+14
| +1% | +$3.57K | 0.09% | 149 |
|
|
2021
Q2 | $253K | Buy |
987
+34
| +4% | +$8.7K | 0.09% | 155 |
|
|
2021
Q1 | $226K | Buy |
953
+19
| +2% | +$4.51K | 0.09% | 159 |
|
|
2020
Q4 | $209K | Sell |
934
-14
| -1% | -$3.13K | 0.09% | 153 |
|
|
2020
Q3 | $186K | Buy |
948
+14
| +1% | +$2.74K | 0.09% | 149 |
|
|
2020
Q2 | $168K | Buy |
934
+22
| +2% | +$3.96K | 0.09% | 152 |
|
|
2020
Q1 | $135K | Buy |
912
+247
| +37% | +$36.6K | 0.09% | 161 |
|
|
2019
Q4 | $125K | Buy |
665
+35
| +6% | +$6.6K | 0.06% | 193 |
|
|
2019
Q3 | $109K | Hold |
630
| – | – | 0.06% | 199 |
|
|
2019
Q2 | $109K | Hold |
630
| – | – | 0.06% | 199 |
|
|
2019
Q1 | $105K | Hold |
630
| – | – | 0.06% | 201 |
|
|
2018
Q4 | $92.6K | Buy |
630
+280
| +80% | +$41.1K | 0.06% | 199 |
|
|
2018
Q3 | $60.3K | Hold |
350
| – | – | 0.04% | 254 |
|
|
2018
Q2 | $56.8K | Hold |
350
| – | – | 0.04% | 261 |
|
|
2018
Q1 | $54.7K | Hold |
350
| – | – | 0.04% | 258 |
|
|
2017
Q4 | $55.4K | Sell |
350
-150
| -30% | -$23.7K | 0.04% | 257 |
|
|
2017
Q3 | $74.6K | Hold |
500
| – | – | 0.06% | 214 |
|
|
2017
Q2 | $72K | Hold |
500
| – | – | 0.06% | 217 |
|
|
2017
Q1 | $70K | Hold |
500
| – | – | 0.06% | 216 |
|
|
2016
Q4 | $66.5K | Sell |
500
-65
| -12% | -$8.64K | 0.06% | 219 |
|
|
2016
Q3 | $72.4K | Hold |
565
| – | – | 0.07% | 207 |
|
|
2016
Q2 | $70.1K | Hold |
565
| – | – | 0.07% | 208 |
|
|
2016
Q1 | $68.3K | Buy |
+565
| New | +$68.3K | 0.06% | 208 |
|