SWA
Sutton Wealth Advisors’s Macerich MAC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-18
| Closed | -$157 | – | 1698 |
|
2022
Q2 | $157 | Buy |
+18
| New | +$157 | ﹤0.01% | 1590 |
|
2022
Q1 | – | Sell |
-27
| Closed | -$467 | – | 1677 |
|
2021
Q4 | $467 | Buy |
+27
| New | +$467 | ﹤0.01% | 1543 |
|
2020
Q2 | – | Sell |
-1,615
| Closed | -$9.09K | – | 1254 |
|
2020
Q1 | $9.09K | Hold |
1,615
| – | – | 0.01% | 678 |
|
2019
Q4 | $43.5K | Sell |
1,615
-150
| -8% | -$4.04K | 0.02% | 343 |
|
2019
Q3 | $55.8K | Hold |
1,765
| – | – | 0.03% | 277 |
|
2019
Q2 | $59.1K | Hold |
1,765
| – | – | 0.03% | 267 |
|
2019
Q1 | $76.5K | Hold |
1,765
| – | – | 0.04% | 233 |
|
2018
Q4 | $76.4K | Hold |
1,765
| – | – | 0.05% | 224 |
|
2018
Q3 | $97.6K | Hold |
1,765
| – | – | 0.06% | 200 |
|
2018
Q2 | $100K | Hold |
1,765
| – | – | 0.07% | 195 |
|
2018
Q1 | $98.9K | Hold |
1,765
| – | – | 0.07% | 197 |
|
2017
Q4 | $116K | Hold |
1,765
| – | – | 0.08% | 187 |
|
2017
Q3 | $97K | Hold |
1,765
| – | – | 0.07% | 195 |
|
2017
Q2 | $102K | Hold |
1,765
| – | – | 0.08% | 191 |
|
2017
Q1 | $114K | Hold |
1,765
| – | – | 0.1% | 176 |
|
2016
Q4 | $125K | Sell |
1,765
-7
| -0.4% | -$496 | 0.11% | 159 |
|
2016
Q3 | $143K | Hold |
1,772
| – | – | 0.13% | 133 |
|
2016
Q2 | $151K | Hold |
1,772
| – | – | 0.14% | 124 |
|
2016
Q1 | $140K | Buy |
+1,772
| New | +$140K | 0.13% | 137 |
|