SWA
Sutton Wealth Advisors’s Knowles KN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57
| Closed | -$936 | – | 1201 |
|
|
2022
Q4 | $936 | Sell |
57
-2
| -3% | -$33 | ﹤0.01% | 1345 |
|
|
2022
Q3 | $718 | Sell |
59
-334
| -85% | -$4.07K | ﹤0.01% | 1390 |
|
|
2022
Q2 | $6.81K | Hold |
393
| – | – | ﹤0.01% | 1008 |
|
|
2022
Q1 | $8.46K | Buy |
393
+6
| +2% | +$129 | ﹤0.01% | 986 |
|
|
2021
Q4 | $9.04K | Buy |
387
+19
| +5% | +$444 | ﹤0.01% | 967 |
|
|
2021
Q3 | $6.9K | Hold |
368
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q2 | $7.26K | Hold |
368
| – | – | ﹤0.01% | 984 |
|
|
2021
Q1 | $7.7K | Hold |
368
| – | – | ﹤0.01% | 938 |
|
|
2020
Q4 | $6.78K | Sell |
368
-5
| -1% | -$92 | ﹤0.01% | 916 |
|
|
2020
Q3 | $5.56K | Hold |
373
| – | – | ﹤0.01% | 895 |
|
|
2020
Q2 | $5.69K | Sell |
373
-698
| -65% | -$10.7K | ﹤0.01% | 836 |
|
|
2020
Q1 | $14.3K | Hold |
1,071
| – | – | 0.01% | 557 |
|
|
2019
Q4 | $22.7K | Hold |
1,071
| – | – | 0.01% | 557 |
|
|
2019
Q3 | $21.8K | Hold |
1,071
| – | – | 0.01% | 558 |
|
|
2019
Q2 | $19.6K | Buy |
1,071
+663
| +163% | +$12.1K | 0.01% | 588 |
|
|
2019
Q1 | $7.19K | Sell |
408
-781
| -66% | -$13.8K | ﹤0.01% | 864 |
|
|
2018
Q4 | $15.8K | Hold |
1,189
| – | – | 0.01% | 602 |
|
|
2018
Q3 | $19.8K | Hold |
1,189
| – | – | 0.01% | 591 |
|
|
2018
Q2 | $18.2K | Buy |
1,189
+1,171
| +6,506% | +$17.9K | 0.01% | 625 |
|
|
2018
Q1 | $227 | Hold |
18
| – | – | ﹤0.01% | 1116 |
|
|
2017
Q4 | $264 | Hold |
18
| – | – | ﹤0.01% | 1070 |
|
|
2017
Q3 | $275 | Hold |
18
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q2 | $305 | Hold |
18
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q1 | $341 | Hold |
18
| – | – | ﹤0.01% | 1044 |
|
|
2016
Q4 | $301 | Hold |
18
| – | – | ﹤0.01% | 1044 |
|
|
2016
Q3 | $253 | Hold |
18
| – | – | ﹤0.01% | 1038 |
|
|
2016
Q2 | $246 | Hold |
18
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q1 | $237 | Buy |
+18
| New | +$237 | ﹤0.01% | 1002 |
|