SWA
Sutton Wealth Advisors’s LXP Industrial Trust LXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,617
| Closed | -$56.3K | – | 1234 |
|
|
2022
Q4 | $56.3K | Buy |
5,617
+2
| +0% | +$20 | 0.02% | 359 |
|
|
2022
Q3 | $51.4K | Sell |
5,615
-81
| -1% | -$742 | 0.02% | 375 |
|
|
2022
Q2 | $61.2K | Buy |
5,696
+51
| +0.9% | +$548 | 0.02% | 329 |
|
|
2022
Q1 | $88.6K | Sell |
5,645
-31
| -0.5% | -$487 | 0.03% | 272 |
|
|
2021
Q4 | $88.7K | Buy |
5,676
+74
| +1% | +$1.16K | 0.03% | 283 |
|
|
2021
Q3 | $71.4K | Hold |
5,602
| – | – | 0.03% | 299 |
|
|
2021
Q2 | $66.9K | Hold |
5,602
| – | – | 0.02% | 332 |
|
|
2021
Q1 | $62.2K | Hold |
5,602
| – | – | 0.02% | 336 |
|
|
2020
Q4 | $59.5K | Hold |
5,602
| – | – | 0.03% | 313 |
|
|
2020
Q3 | $58.5K | Hold |
5,602
| – | – | 0.03% | 276 |
|
|
2020
Q2 | $59.1K | Hold |
5,602
| – | – | 0.03% | 268 |
|
|
2020
Q1 | $55.6K | Buy |
5,602
+620
| +12% | +$6.16K | 0.04% | 248 |
|
|
2019
Q4 | $52.9K | Hold |
4,982
| – | – | 0.03% | 296 |
|
|
2019
Q3 | $51.1K | Hold |
4,982
| – | – | 0.03% | 300 |
|
|
2019
Q2 | $46.9K | Hold |
4,982
| – | – | 0.03% | 319 |
|
|
2019
Q1 | $45.1K | Buy |
4,982
+1,924
| +63% | +$17.4K | 0.03% | 321 |
|
|
2018
Q4 | $25.1K | Hold |
3,058
| – | – | 0.02% | 449 |
|
|
2018
Q3 | $25.4K | Hold |
3,058
| – | – | 0.02% | 503 |
|
|
2018
Q2 | $26.7K | Sell |
3,058
-3,517
| -53% | -$30.7K | 0.02% | 481 |
|
|
2018
Q1 | $51.7K | Buy |
6,575
+3,517
| +115% | +$27.7K | 0.04% | 266 |
|
|
2017
Q4 | $29.5K | Hold |
3,058
| – | – | 0.02% | 416 |
|
|
2017
Q3 | $31.3K | Hold |
3,058
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $30.3K | Hold |
3,058
| – | – | 0.02% | 391 |
|
|
2017
Q1 | $30.5K | Hold |
3,058
| – | – | 0.03% | 372 |
|
|
2016
Q4 | $33K | Hold |
3,058
| – | – | 0.03% | 347 |
|
|
2016
Q3 | $31.5K | Hold |
3,058
| – | – | 0.03% | 341 |
|
|
2016
Q2 | $30.9K | Hold |
3,058
| – | – | 0.03% | 322 |
|
|
2016
Q1 | $26.3K | Buy |
+3,058
| New | +$26.3K | 0.02% | 362 |
|