SWA

Sutton Wealth Advisors’s M&T Bank MTB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$9.99K	Buy	79 +20	+34%	+$2.53K	﹤0.01%	468
2023 Q2	$7.3K	Buy	59 +18	+44%	+$2.23K	﹤0.01%	509
2023 Q1	$4.9K	Sell	41 -7	-15%	-$837	﹤0.01%	526
2022 Q4	$6.96K	Sell	48 -13	-21%	-$1.89K	﹤0.01%	1044
2022 Q3	$10.8K	Buy	61 +2	+3%	+$353	﹤0.01%	867
2022 Q2	$9.4K	Buy	59 +28	+90%	+$4.46K	﹤0.01%	918
2022 Q1	$5.26K	Hold	31	–	–	﹤0.01%	1080
2021 Q4	$4.76K	Hold	31	–	–	﹤0.01%	1078
2021 Q3	$4.63K	Hold	31	–	–	﹤0.01%	1067
2021 Q2	$4.51K	Hold	31	–	–	﹤0.01%	1062
2021 Q1	$4.7K	Hold	31	–	–	﹤0.01%	1022
2020 Q4	$3.95K	Buy	31 +9	+41%	+$1.15K	﹤0.01%	1018
2020 Q3	$2.03K	Buy	22 +1	+5%	+$92	﹤0.01%	1071
2020 Q2	$2.18K	Hold	21	–	–	﹤0.01%	1050
2020 Q1	$2.17K	Buy	21 +3	+17%	+$310	﹤0.01%	1030
2019 Q4	$3.06K	Hold	18	–	–	﹤0.01%	1012
2019 Q3	$2.84K	Hold	18	–	–	﹤0.01%	1022
2019 Q2	$3.06K	Hold	18	–	–	﹤0.01%	1000
2019 Q1	$2.83K	Hold	18	–	–	﹤0.01%	1009
2018 Q4	$2.58K	Hold	18	–	–	﹤0.01%	970
2018 Q3	$2.96K	Hold	18	–	–	﹤0.01%	963
2018 Q2	$3.06K	Hold	18	–	–	﹤0.01%	974
2018 Q1	$3.32K	Hold	18	–	–	﹤0.01%	959
2017 Q4	$3.08K	Hold	18	–	–	﹤0.01%	936
2017 Q3	$2.9K	Hold	18	–	–	﹤0.01%	927
2017 Q2	$2.92K	Hold	18	–	–	﹤0.01%	931
2017 Q1	$2.79K	Hold	18	–	–	﹤0.01%	909
2016 Q4	$2.82K	Hold	18	–	–	﹤0.01%	907
2016 Q3	$2.09K	Hold	18	–	–	﹤0.01%	919
2016 Q2	$2.13K	Hold	18	–	–	﹤0.01%	880
2016 Q1	$2K	Buy	+18	New	+$2K	﹤0.01%	878