SWA
Sutton Wealth Advisors’s Kaiser Aluminum KALU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-454
| Closed | -$34.5K | – | 1192 |
|
|
2022
Q4 | $34.5K | Hold |
454
| – | – | 0.01% | 501 |
|
|
2022
Q3 | $27.9K | Hold |
454
| – | – | 0.01% | 546 |
|
|
2022
Q2 | $35.9K | Sell |
454
-6
| -1% | -$475 | 0.01% | 474 |
|
|
2022
Q1 | $43.3K | Buy |
460
+3
| +0.7% | +$282 | 0.01% | 447 |
|
|
2021
Q4 | $42.9K | Buy |
457
+3
| +0.7% | +$282 | 0.01% | 468 |
|
|
2021
Q3 | $49.5K | Hold |
454
| – | – | 0.02% | 394 |
|
|
2021
Q2 | $56.1K | Hold |
454
| – | – | 0.02% | 379 |
|
|
2021
Q1 | $50.2K | Hold |
454
| – | – | 0.02% | 391 |
|
|
2020
Q4 | $44.9K | Hold |
454
| – | – | 0.02% | 388 |
|
|
2020
Q3 | $24.3K | Hold |
454
| – | – | 0.01% | 486 |
|
|
2020
Q2 | $33.4K | Hold |
454
| – | – | 0.02% | 401 |
|
|
2020
Q1 | $31.5K | Hold |
454
| – | – | 0.02% | 360 |
|
|
2019
Q4 | $50.3K | Hold |
454
| – | – | 0.03% | 303 |
|
|
2019
Q3 | $44.9K | Hold |
454
| – | – | 0.03% | 334 |
|
|
2019
Q2 | $44.3K | Hold |
454
| – | – | 0.03% | 330 |
|
|
2019
Q1 | $47.5K | Hold |
454
| – | – | 0.03% | 304 |
|
|
2018
Q4 | $40.5K | Hold |
454
| – | – | 0.03% | 313 |
|
|
2018
Q3 | $49.5K | Hold |
454
| – | – | 0.03% | 293 |
|
|
2018
Q2 | $47.3K | Hold |
454
| – | – | 0.03% | 299 |
|
|
2018
Q1 | $45.8K | Hold |
454
| – | – | 0.03% | 293 |
|
|
2017
Q4 | $48.5K | Hold |
454
| – | – | 0.04% | 279 |
|
|
2017
Q3 | $46.8K | Hold |
454
| – | – | 0.04% | 286 |
|
|
2017
Q2 | $40.2K | Hold |
454
| – | – | 0.03% | 305 |
|
|
2017
Q1 | $36.3K | Hold |
454
| – | – | 0.03% | 325 |
|
|
2016
Q4 | $35.3K | Hold |
454
| – | – | 0.03% | 328 |
|
|
2016
Q3 | $39.3K | Hold |
454
| – | – | 0.04% | 296 |
|
|
2016
Q2 | $41K | Sell |
454
-10
| -2% | -$904 | 0.04% | 274 |
|
|
2016
Q1 | $39.2K | Buy |
+464
| New | +$39.2K | 0.04% | 286 |
|