Sutton Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.75K | Buy |
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|
2023
Q2 | $5.63K | Hold |
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|
2023
Q1 | $6.72K | Sell |
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|
2022
Q4 | $6.98K | Buy |
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|
2022
Q3 | $5.48K | Hold |
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|
2022
Q2 | $5.36K | Sell |
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|
2022
Q1 | $8.05K | Buy |
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|
2021
Q4 | $4.29K | Buy |
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|
2021
Q3 | $2.43K | Buy |
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|
2021
Q2 | $1.6K | Hold |
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|
2021
Q1 | $1.26K | Hold |
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|
2020
Q4 | $1.34K | Hold |
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|
2020
Q3 | $1.07K | Hold |
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|
2020
Q2 | $1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $653 | Buy |
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