SWA
Sutton Wealth Advisors’s Maximus MMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1.03K | – | 1260 |
|
|
2022
Q4 | $1.03K | Sell |
14
-1
| -7% | -$73 | ﹤0.01% | 1317 |
|
|
2022
Q3 | $868 | Buy |
+15
| New | +$868 | ﹤0.01% | 1332 |
|
|
2022
Q2 | – | Sell |
-9
| Closed | -$675 | – | 1685 |
|
|
2022
Q1 | $675 | Hold |
9
| – | – | ﹤0.01% | 1437 |
|
|
2021
Q4 | $717 | Buy |
+9
| New | +$717 | ﹤0.01% | 1421 |
|