SWA
Sutton Wealth Advisors’s Koppers KOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-337
| Closed | -$9.5K | – | 1204 |
|
|
2022
Q4 | $9.5K | Hold |
337
| – | – | ﹤0.01% | 963 |
|
|
2022
Q3 | $7K | Buy |
337
+5
| +2% | +$104 | ﹤0.01% | 999 |
|
|
2022
Q2 | $7.52K | Sell |
332
-4
| -1% | -$91 | ﹤0.01% | 986 |
|
|
2022
Q1 | $9.25K | Sell |
336
-4
| -1% | -$110 | ﹤0.01% | 952 |
|
|
2021
Q4 | $10.6K | Buy |
340
+8
| +2% | +$250 | ﹤0.01% | 912 |
|
|
2021
Q3 | $10.4K | Hold |
332
| – | – | ﹤0.01% | 893 |
|
|
2021
Q2 | $10.7K | Hold |
332
| – | – | ﹤0.01% | 894 |
|
|
2021
Q1 | $11.5K | Hold |
332
| – | – | ﹤0.01% | 836 |
|
|
2020
Q4 | $10.3K | Hold |
332
| – | – | ﹤0.01% | 798 |
|
|
2020
Q3 | $6.94K | Hold |
332
| – | – | ﹤0.01% | 830 |
|
|
2020
Q2 | $6.26K | Buy |
+332
| New | +$6.26K | ﹤0.01% | 815 |
|
|
2020
Q1 | – | Sell |
-299
| Closed | -$11.4K | – | 1237 |
|
|
2019
Q4 | $11.4K | Hold |
299
| – | – | 0.01% | 780 |
|
|
2019
Q3 | $8.73K | Hold |
299
| – | – | ﹤0.01% | 826 |
|
|
2019
Q2 | $8.78K | Buy |
+299
| New | +$8.78K | 0.01% | 806 |
|
|
2019
Q1 | – | Sell |
-291
| Closed | -$4.96K | – | 1205 |
|
|
2018
Q4 | $4.96K | Buy |
291
+69
| +31% | +$1.18K | ﹤0.01% | 889 |
|
|
2018
Q3 | $6.92K | Hold |
222
| – | – | ﹤0.01% | 849 |
|
|
2018
Q2 | $8.51K | Hold |
222
| – | – | 0.01% | 861 |
|
|
2018
Q1 | $9.12K | Hold |
222
| – | – | 0.01% | 835 |
|
|
2017
Q4 | $11.3K | Hold |
222
| – | – | 0.01% | 744 |
|
|
2017
Q3 | $10.2K | Hold |
222
| – | – | 0.01% | 759 |
|
|
2017
Q2 | $8.03K | Hold |
222
| – | – | 0.01% | 796 |
|
|
2017
Q1 | $9.4K | Hold |
222
| – | – | 0.01% | 727 |
|
|
2016
Q4 | $8.95K | Hold |
222
| – | – | 0.01% | 722 |
|
|
2016
Q3 | $7.14K | Hold |
222
| – | – | 0.01% | 756 |
|
|
2016
Q2 | $6.82K | Hold |
222
| – | – | 0.01% | 715 |
|
|
2016
Q1 | $4.99K | Buy |
+222
| New | +$4.99K | ﹤0.01% | 738 |
|