SWA
Sutton Wealth Advisors’s NeoGenomics NEO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,408
| Closed | -$22.3K | – | 1289 |
|
|
2022
Q4 | $22.3K | Sell |
2,408
-748
| -24% | -$6.91K | 0.01% | 652 |
|
|
2022
Q3 | $27.2K | Buy |
+3,156
| New | +$27.2K | 0.01% | 557 |
|
|
2022
Q2 | – | Sell |
-1,367
| Closed | -$16.6K | – | 1690 |
|
|
2022
Q1 | $16.6K | Sell |
1,367
-497
| -27% | -$6.04K | 0.01% | 778 |
|
|
2021
Q4 | $63.6K | Sell |
1,864
-96
| -5% | -$3.28K | 0.02% | 353 |
|
|
2021
Q3 | $94.6K | Buy |
1,960
+116
| +6% | +$5.6K | 0.03% | 258 |
|
|
2021
Q2 | $83.3K | Buy |
1,844
+344
| +23% | +$15.5K | 0.03% | 278 |
|
|
2021
Q1 | $72.3K | Buy |
1,500
+86
| +6% | +$4.15K | 0.03% | 298 |
|
|
2020
Q4 | $76.1K | Hold |
1,414
| – | – | 0.03% | 263 |
|
|
2020
Q3 | $52.2K | Hold |
1,414
| – | – | 0.03% | 298 |
|
|
2020
Q2 | $43.8K | Buy |
1,414
+74
| +6% | +$2.29K | 0.02% | 330 |
|
|
2020
Q1 | $37K | Sell |
1,340
-136
| -9% | -$3.76K | 0.02% | 335 |
|
|
2019
Q4 | $43.2K | Buy |
1,476
+27
| +2% | +$790 | 0.02% | 345 |
|
|
2019
Q3 | $27.7K | Hold |
1,449
| – | – | 0.02% | 476 |
|
|
2019
Q2 | $31.8K | Buy |
1,449
+777
| +116% | +$17K | 0.02% | 434 |
|
|
2019
Q1 | $13.7K | Buy |
+672
| New | +$13.7K | 0.01% | 698 |
|