SWA
Sutton Wealth Advisors’s Nasdaq NDAQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.72K | Buy |
200
+130
| +186% | +$6.32K | ﹤0.01% | 477 |
|
|
2023
Q2 | $3.49K | Hold |
70
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $3.83K | Sell |
70
-34
| -33% | -$1.86K | ﹤0.01% | 556 |
|
|
2022
Q4 | $6.38K | Sell |
104
-3
| -3% | -$184 | ﹤0.01% | 1063 |
|
|
2022
Q3 | $6.07K | Buy |
107
+68
| +174% | +$3.85K | ﹤0.01% | 1033 |
|
|
2022
Q2 | $5.95K | Buy |
39
+12
| +44% | +$1.83K | ﹤0.01% | 1040 |
|
|
2022
Q1 | $4.81K | Buy |
27
+7
| +35% | +$1.25K | ﹤0.01% | 1091 |
|
|
2021
Q4 | $4.2K | Hold |
20
| – | – | ﹤0.01% | 1096 |
|
|
2021
Q3 | $3.86K | Buy |
20
+1
| +5% | +$193 | ﹤0.01% | 1095 |
|
|
2021
Q2 | $3.34K | Hold |
19
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q1 | $2.8K | Buy |
19
+6
| +46% | +$885 | ﹤0.01% | 1099 |
|
|
2020
Q4 | $1.73K | Hold |
13
| – | – | ﹤0.01% | 1126 |
|
|
2020
Q3 | $1.6K | Hold |
13
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q2 | $1.55K | Buy |
13
+3
| +30% | +$358 | ﹤0.01% | 1083 |
|
|
2020
Q1 | $950 | Hold |
10
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q4 | $1.07K | Hold |
10
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q3 | $994 | Hold |
10
| – | – | ﹤0.01% | 1114 |
|
|
2019
Q2 | $962 | Hold |
10
| – | – | ﹤0.01% | 1102 |
|
|
2019
Q1 | $875 | Hold |
10
| – | – | ﹤0.01% | 1118 |
|
|
2018
Q4 | $816 | Hold |
10
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q3 | $858 | Hold |
10
| – | – | ﹤0.01% | 1052 |
|
|
2018
Q2 | $913 | Hold |
10
| – | – | ﹤0.01% | 1064 |
|
|
2018
Q1 | $862 | Hold |
10
| – | – | ﹤0.01% | 1060 |
|
|
2017
Q4 | $768 | Hold |
10
| – | – | ﹤0.01% | 1020 |
|
|
2017
Q3 | $776 | Hold |
10
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q2 | $715 | Hold |
10
| – | – | ﹤0.01% | 1016 |
|
|
2017
Q1 | $695 | Hold |
10
| – | – | ﹤0.01% | 997 |
|
|
2016
Q4 | $671 | Hold |
10
| – | – | ﹤0.01% | 992 |
|
|
2016
Q3 | $675 | Hold |
10
| – | – | ﹤0.01% | 986 |
|
|
2016
Q2 | $647 | Hold |
10
| – | – | ﹤0.01% | 952 |
|
|
2016
Q1 | $664 | Buy |
+10
| New | +$664 | ﹤0.01% | 946 |
|