Sutton Wealth Advisors’s Mueller Industries MLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,050
| Closed | -$31K | – | 1257 |
|
|
2022
Q4 | $31K | Buy |
1,050
+162
| +18% | +$4.78K | 0.01% | 543 |
|
|
2022
Q3 | $26.4K | Hold |
888
| – | – | 0.01% | 568 |
|
|
2022
Q2 | $23.7K | Sell |
888
-8
| -0.9% | -$213 | 0.01% | 616 |
|
|
2022
Q1 | $24.3K | Buy |
896
+400
| +81% | +$10.8K | 0.01% | 647 |
|
|
2021
Q4 | $14.7K | Buy |
496
+26
| +6% | +$772 | ﹤0.01% | 811 |
|
|
2021
Q3 | $9.66K | Hold |
470
| – | – | ﹤0.01% | 921 |
|
|
2021
Q2 | $10.2K | Hold |
470
| – | – | ﹤0.01% | 911 |
|
|
2021
Q1 | $9.72K | Sell |
470
-362
| -44% | -$7.48K | ﹤0.01% | 887 |
|
|
2020
Q4 | $14.6K | Hold |
832
| – | – | 0.01% | 696 |
|
|
2020
Q3 | $11.3K | Sell |
832
-838
| -50% | -$11.3K | 0.01% | 701 |
|
|
2020
Q2 | $22.2K | Sell |
1,670
-356
| -18% | -$4.73K | 0.01% | 502 |
|
|
2020
Q1 | $24.3K | Buy |
2,026
+208
| +11% | +$2.49K | 0.02% | 425 |
|
|
2019
Q4 | $28.9K | Hold |
1,818
| – | – | 0.01% | 467 |
|
|
2019
Q3 | $26.1K | Hold |
1,818
| – | – | 0.01% | 489 |
|
|
2019
Q2 | $26.6K | Hold |
1,818
| – | – | 0.02% | 491 |
|
|
2019
Q1 | $28.5K | Sell |
1,818
-76
| -4% | -$1.19K | 0.02% | 463 |
|
|
2018
Q4 | $22.1K | Hold |
1,894
| – | – | 0.01% | 492 |
|
|
2018
Q3 | $27.4K | Hold |
1,894
| – | – | 0.02% | 475 |
|
|
2018
Q2 | $27.9K | Hold |
1,894
| – | – | 0.02% | 462 |
|
|
2018
Q1 | $24.8K | Hold |
1,894
| – | – | 0.02% | 484 |
|
|
2017
Q4 | $33.6K | Hold |
1,894
| – | – | 0.02% | 383 |
|
|
2017
Q3 | $33.1K | Hold |
1,894
| – | – | 0.03% | 375 |
|
|
2017
Q2 | $28.8K | Hold |
1,894
| – | – | 0.02% | 416 |
|
|
2017
Q1 | $32.4K | Hold |
1,894
| – | – | 0.03% | 361 |
|
|
2016
Q4 | $37.8K | Hold |
1,894
| – | – | 0.03% | 313 |
|
|
2016
Q3 | $30.7K | Hold |
1,894
| – | – | 0.03% | 344 |
|
|
2016
Q2 | $30.2K | Hold |
1,894
| – | – | 0.03% | 333 |
|
|
2016
Q1 | $27.9K | Buy |
+1,894
| New | +$27.9K | 0.03% | 352 |
|