SWA
Sutton Wealth Advisors’s Merit Medical Systems MMSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-941
| Closed | -$66.5K | – | 1261 |
|
|
2022
Q4 | $66.5K | Hold |
941
| – | – | 0.03% | 318 |
|
|
2022
Q3 | $53.2K | Buy |
941
+9
| +1% | +$509 | 0.02% | 364 |
|
|
2022
Q2 | $50.6K | Sell |
932
-5
| -0.5% | -$271 | 0.02% | 379 |
|
|
2022
Q1 | $62.3K | Buy |
937
+64
| +7% | +$4.26K | 0.02% | 342 |
|
|
2021
Q4 | $54.4K | Buy |
873
+11
| +1% | +$685 | 0.02% | 386 |
|
|
2021
Q3 | $61.9K | Hold |
862
| – | – | 0.02% | 344 |
|
|
2021
Q2 | $55.7K | Hold |
862
| – | – | 0.02% | 381 |
|
|
2021
Q1 | $51.6K | Hold |
862
| – | – | 0.02% | 385 |
|
|
2020
Q4 | $47.9K | Hold |
862
| – | – | 0.02% | 363 |
|
|
2020
Q3 | $37.5K | Hold |
862
| – | – | 0.02% | 367 |
|
|
2020
Q2 | $39.4K | Buy |
862
+53
| +7% | +$2.42K | 0.02% | 355 |
|
|
2020
Q1 | $25.3K | Buy |
809
+49
| +6% | +$1.53K | 0.02% | 416 |
|
|
2019
Q4 | $23.7K | Sell |
760
-223
| -23% | -$6.96K | 0.01% | 533 |
|
|
2019
Q3 | $29.9K | Buy |
983
+223
| +29% | +$6.79K | 0.02% | 446 |
|
|
2019
Q2 | $45.3K | Hold |
760
| – | – | 0.03% | 326 |
|
|
2019
Q1 | $47K | Hold |
760
| – | – | 0.03% | 314 |
|
|
2018
Q4 | $42.4K | Hold |
760
| – | – | 0.03% | 303 |
|
|
2018
Q3 | $46.7K | Hold |
760
| – | – | 0.03% | 303 |
|
|
2018
Q2 | $38.9K | Hold |
760
| – | – | 0.03% | 353 |
|
|
2018
Q1 | $34.5K | Hold |
760
| – | – | 0.02% | 379 |
|
|
2017
Q4 | $32.8K | Hold |
760
| – | – | 0.02% | 390 |
|
|
2017
Q3 | $32.2K | Hold |
760
| – | – | 0.02% | 384 |
|
|
2017
Q2 | $29K | Hold |
760
| – | – | 0.02% | 413 |
|
|
2017
Q1 | $22K | Hold |
760
| – | – | 0.02% | 487 |
|
|
2016
Q4 | $20.1K | Hold |
760
| – | – | 0.02% | 493 |
|
|
2016
Q3 | $18.5K | Hold |
760
| – | – | 0.02% | 479 |
|
|
2016
Q2 | $15.1K | Hold |
760
| – | – | 0.01% | 520 |
|
|
2016
Q1 | $14.1K | Buy |
+760
| New | +$14.1K | 0.01% | 532 |
|