SWA
Sutton Wealth Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-95
| Closed | -$63.1K | – | 1335 |
|
|
2021
Q2 | $63.1K | Sell |
95
-1
| -1% | -$665 | 0.02% | 344 |
|
|
2021
Q1 | $65.2K | Buy |
96
+18
| +23% | +$12.2K | 0.03% | 325 |
|
|
2020
Q4 | $30.3K | Hold |
78
| – | – | 0.01% | 489 |
|
|
2020
Q3 | $11.7K | Buy |
+78
| New | +$11.7K | 0.01% | 690 |
|
|
2020
Q2 | – | Sell |
-160
| Closed | -$18.9K | – | 1258 |
|
|
2020
Q1 | $18.9K | Hold |
160
| – | – | 0.01% | 493 |
|
|
2019
Q4 | $22.8K | Hold |
160
| – | – | 0.01% | 554 |
|
|
2019
Q3 | $23.7K | Sell |
160
-28
| -15% | -$4.15K | 0.01% | 525 |
|
|
2019
Q2 | $26.9K | Hold |
188
| – | – | 0.02% | 483 |
|
|
2019
Q1 | $27.1K | Hold |
188
| – | – | 0.02% | 479 |
|
|
2018
Q4 | $24K | Hold |
188
| – | – | 0.02% | 469 |
|
|
2018
Q3 | $26.4K | Hold |
188
| – | – | 0.02% | 488 |
|
|
2018
Q2 | $24K | Hold |
188
| – | – | 0.02% | 528 |
|
|
2018
Q1 | $24.3K | Hold |
188
| – | – | 0.02% | 496 |
|
|
2017
Q4 | $24.7K | Hold |
188
| – | – | 0.02% | 483 |
|
|
2017
Q3 | $24K | Buy |
188
+28
| +18% | +$3.58K | 0.02% | 482 |
|
|
2017
Q2 | $30.7K | Hold |
160
| – | – | 0.02% | 386 |
|
|
2017
Q1 | $30K | Hold |
160
| – | – | 0.03% | 374 |
|
|
2016
Q4 | $31.6K | Hold |
160
| – | – | 0.03% | 360 |
|
|
2016
Q3 | $26.8K | Hold |
160
| – | – | 0.02% | 385 |
|
|
2016
Q2 | $28K | Hold |
160
| – | – | 0.03% | 348 |
|
|
2016
Q1 | $28.8K | Buy |
+160
| New | +$28.8K | 0.03% | 345 |
|