Sutton Wealth Advisors’s Kelly Services Class A KELYA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-588
| Closed | -$9.94K | – | 1196 |
|
|
2022
Q4 | $9.94K | Hold |
588
| – | – | ﹤0.01% | 944 |
|
|
2022
Q3 | $7.99K | Sell |
588
-9
| -2% | -$122 | ﹤0.01% | 960 |
|
|
2022
Q2 | $11.8K | Hold |
597
| – | – | ﹤0.01% | 849 |
|
|
2022
Q1 | $12.9K | Sell |
597
-33
| -5% | -$716 | ﹤0.01% | 864 |
|
|
2021
Q4 | $10.6K | Buy |
630
+42
| +7% | +$704 | ﹤0.01% | 917 |
|
|
2021
Q3 | $11.1K | Hold |
588
| – | – | ﹤0.01% | 874 |
|
|
2021
Q2 | $14.1K | Hold |
588
| – | – | 0.01% | 806 |
|
|
2021
Q1 | $13.1K | Hold |
588
| – | – | 0.01% | 792 |
|
|
2020
Q4 | $12.1K | Hold |
588
| – | – | 0.01% | 761 |
|
|
2020
Q3 | $10K | Hold |
588
| – | – | ﹤0.01% | 741 |
|
|
2020
Q2 | $9.3K | Sell |
588
-374
| -39% | -$5.92K | ﹤0.01% | 729 |
|
|
2020
Q1 | $12.2K | Buy |
962
+322
| +50% | +$4.09K | 0.01% | 605 |
|
|
2019
Q4 | $14.5K | Buy |
640
+251
| +65% | +$5.67K | 0.01% | 721 |
|
|
2019
Q3 | $9.42K | Hold |
389
| – | – | 0.01% | 800 |
|
|
2019
Q2 | $10.2K | Hold |
389
| – | – | 0.01% | 765 |
|
|
2019
Q1 | $8.58K | Sell |
389
-289
| -43% | -$6.38K | 0.01% | 824 |
|
|
2018
Q4 | $13.9K | Hold |
678
| – | – | 0.01% | 654 |
|
|
2018
Q3 | $16.3K | Hold |
678
| – | – | 0.01% | 661 |
|
|
2018
Q2 | $15.2K | Hold |
678
| – | – | 0.01% | 702 |
|
|
2018
Q1 | $19.7K | Hold |
678
| – | – | 0.01% | 575 |
|
|
2017
Q4 | $18.5K | Hold |
678
| – | – | 0.01% | 582 |
|
|
2017
Q3 | $17K | Hold |
678
| – | – | 0.01% | 590 |
|
|
2017
Q2 | $15.2K | Buy |
678
+304
| +81% | +$6.83K | 0.01% | 625 |
|
|
2017
Q1 | $8.18K | Hold |
374
| – | – | 0.01% | 762 |
|
|
2016
Q4 | $8.57K | Hold |
374
| – | – | 0.01% | 730 |
|
|
2016
Q3 | $7.19K | Hold |
374
| – | – | 0.01% | 755 |
|
|
2016
Q2 | $7.1K | Hold |
374
| – | – | 0.01% | 702 |
|
|
2016
Q1 | $7.15K | Buy |
+374
| New | +$7.15K | 0.01% | 670 |
|