SWA
Sutton Wealth Advisors’s Materion MTRN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-413
| Closed | -$36.1K | – | 1275 |
|
|
2022
Q4 | $36.1K | Hold |
413
| – | – | 0.01% | 487 |
|
|
2022
Q3 | $33K | Buy |
413
+6
| +1% | +$480 | 0.01% | 493 |
|
|
2022
Q2 | $30K | Sell |
407
-7
| -2% | -$516 | 0.01% | 530 |
|
|
2022
Q1 | $35.5K | Buy |
414
+2
| +0.5% | +$171 | 0.01% | 518 |
|
|
2021
Q4 | $37.9K | Buy |
412
+5
| +1% | +$460 | 0.01% | 503 |
|
|
2021
Q3 | $27.9K | Hold |
407
| – | – | 0.01% | 590 |
|
|
2021
Q2 | $30.7K | Hold |
407
| – | – | 0.01% | 566 |
|
|
2021
Q1 | $27K | Hold |
407
| – | – | 0.01% | 587 |
|
|
2020
Q4 | $25.9K | Hold |
407
| – | – | 0.01% | 538 |
|
|
2020
Q3 | $21.2K | Hold |
407
| – | – | 0.01% | 532 |
|
|
2020
Q2 | $25K | Hold |
407
| – | – | 0.01% | 469 |
|
|
2020
Q1 | $14.2K | Buy |
407
+98
| +32% | +$3.43K | 0.01% | 561 |
|
|
2019
Q4 | $18.4K | Hold |
309
| – | – | 0.01% | 635 |
|
|
2019
Q3 | $19K | Hold |
309
| – | – | 0.01% | 597 |
|
|
2019
Q2 | $21K | Hold |
309
| – | – | 0.01% | 564 |
|
|
2019
Q1 | $17.6K | Hold |
309
| – | – | 0.01% | 623 |
|
|
2018
Q4 | $13.9K | Hold |
309
| – | – | 0.01% | 651 |
|
|
2018
Q3 | $18.7K | Hold |
309
| – | – | 0.01% | 612 |
|
|
2018
Q2 | $16.7K | Hold |
309
| – | – | 0.01% | 658 |
|
|
2018
Q1 | $15.8K | Hold |
309
| – | – | 0.01% | 662 |
|
|
2017
Q4 | $15K | Hold |
309
| – | – | 0.01% | 659 |
|
|
2017
Q3 | $13.3K | Hold |
309
| – | – | 0.01% | 687 |
|
|
2017
Q2 | $11.6K | Buy |
309
+163
| +112% | +$6.1K | 0.01% | 712 |
|
|
2017
Q1 | $4.9K | Hold |
146
| – | – | ﹤0.01% | 850 |
|
|
2016
Q4 | $5.78K | Hold |
146
| – | – | 0.01% | 819 |
|
|
2016
Q3 | $4.48K | Hold |
146
| – | – | ﹤0.01% | 839 |
|
|
2016
Q2 | $3.62K | Hold |
146
| – | – | ﹤0.01% | 840 |
|
|
2016
Q1 | $3.87K | Buy |
+146
| New | +$3.87K | ﹤0.01% | 812 |
|