Sutton Wealth Advisors’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.75K | Buy |
19
+7
| +58% | +$3.59K | ﹤0.01% | 475 |
|
|
2023
Q2 | $5.63K | Hold |
12
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $6.72K | Sell |
12
-3
| -20% | -$1.68K | ﹤0.01% | 486 |
|
|
2022
Q4 | $6.98K | Buy |
15
+2
| +15% | +$930 | ﹤0.01% | 1042 |
|
|
2022
Q3 | $5.48K | Hold |
13
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q2 | $5.36K | Sell |
13
-3
| -19% | -$1.24K | ﹤0.01% | 1056 |
|
|
2022
Q1 | $8.05K | Buy |
16
+9
| +129% | +$4.53K | ﹤0.01% | 1002 |
|
|
2021
Q4 | $4.29K | Buy |
7
+3
| +75% | +$1.84K | ﹤0.01% | 1092 |
|
|
2021
Q3 | $2.43K | Buy |
4
+1
| +33% | +$608 | ﹤0.01% | 1146 |
|
|
2021
Q2 | $1.6K | Hold |
3
| – | – | ﹤0.01% | 1189 |
|
|
2021
Q1 | $1.26K | Hold |
3
| – | – | ﹤0.01% | 1185 |
|
|
2020
Q4 | $1.34K | Hold |
3
| – | – | ﹤0.01% | 1150 |
|
|
2020
Q3 | $1.07K | Hold |
3
| – | – | ﹤0.01% | 1128 |
|
|
2020
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1123 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | -$653 | – | 1188 |
|
|
2019
Q3 | $653 | Buy |
+3
| New | +$653 | ﹤0.01% | 1146 |
|