SWA
Sutton Wealth Advisors’s Marcus Corp MCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6
| Closed | -$86 | – | 1243 |
|
|
2022
Q4 | $86 | Sell |
6
-459
| -99% | -$6.58K | ﹤0.01% | 1644 |
|
|
2022
Q3 | $6.46K | Buy |
+465
| New | +$6.46K | ﹤0.01% | 1014 |
|
|
2022
Q2 | – | Sell |
-487
| Closed | -$8.62K | – | 1683 |
|
|
2022
Q1 | $8.62K | Buy |
+487
| New | +$8.62K | ﹤0.01% | 975 |
|
|
2020
Q4 | – | Sell |
-357
| Closed | -$2.76K | – | 1241 |
|
|
2020
Q3 | $2.76K | Hold |
357
| – | – | ﹤0.01% | 1032 |
|
|
2020
Q2 | $4.74K | Sell |
357
-58
| -14% | -$770 | ﹤0.01% | 916 |
|
|
2020
Q1 | $5.11K | Hold |
415
| – | – | ﹤0.01% | 810 |
|
|
2019
Q4 | $13.2K | Hold |
415
| – | – | 0.01% | 747 |
|
|
2019
Q3 | $15.4K | Hold |
415
| – | – | 0.01% | 670 |
|
|
2019
Q2 | $13.7K | Hold |
415
| – | – | 0.01% | 687 |
|
|
2019
Q1 | $16.6K | Hold |
415
| – | – | 0.01% | 639 |
|
|
2018
Q4 | $16.4K | Hold |
415
| – | – | 0.01% | 588 |
|
|
2018
Q3 | $17.5K | Hold |
415
| – | – | 0.01% | 642 |
|
|
2018
Q2 | $13.5K | Hold |
415
| – | – | 0.01% | 749 |
|
|
2018
Q1 | $12.6K | Hold |
415
| – | – | 0.01% | 744 |
|
|
2017
Q4 | $11.4K | Hold |
415
| – | – | 0.01% | 742 |
|
|
2017
Q3 | $11.5K | Hold |
415
| – | – | 0.01% | 730 |
|
|
2017
Q2 | $12.5K | Hold |
415
| – | – | 0.01% | 689 |
|
|
2017
Q1 | $13.3K | Hold |
415
| – | – | 0.01% | 641 |
|
|
2016
Q4 | $13.1K | Hold |
415
| – | – | 0.01% | 620 |
|
|
2016
Q3 | $10.4K | Hold |
415
| – | – | 0.01% | 655 |
|
|
2016
Q2 | $8.76K | Hold |
415
| – | – | 0.01% | 660 |
|
|
2016
Q1 | $7.86K | Buy |
+415
| New | +$7.86K | 0.01% | 655 |
|