SWA
Sutton Wealth Advisors’s Realty Income O Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $72.4K | Sell |
1,450
-17
| -1% | -$849 | 0.04% | 197 |
|
|
2023
Q2 | $87.7K | Buy |
1,467
+295
| +25% | +$17.6K | 0.04% | 180 |
|
|
2023
Q1 | $74.2K | Buy |
1,172
+366
| +45% | +$23.2K | 0.04% | 178 |
|
|
2022
Q4 | $51.1K | Buy |
806
+411
| +104% | +$26.1K | 0.02% | 387 |
|
|
2022
Q3 | $23K | Buy |
395
+158
| +67% | +$9.2K | 0.01% | 620 |
|
|
2022
Q2 | $16.2K | Buy |
237
+50
| +27% | +$3.41K | 0.01% | 742 |
|
|
2022
Q1 | $13K | Buy |
187
+2
| +1% | +$139 | ﹤0.01% | 863 |
|
|
2021
Q4 | $13.2K | Buy |
185
+5
| +3% | +$358 | ﹤0.01% | 839 |
|
|
2021
Q3 | $11.7K | Buy |
180
+13
| +8% | +$843 | ﹤0.01% | 855 |
|
|
2021
Q2 | $11.1K | Hold |
167
| – | – | ﹤0.01% | 883 |
|
|
2021
Q1 | $10.6K | Buy |
167
+7
| +4% | +$445 | ﹤0.01% | 865 |
|
|
2020
Q4 | $9.95K | Buy |
160
+22
| +16% | +$1.37K | ﹤0.01% | 809 |
|
|
2020
Q3 | $8.38K | Sell |
138
-6
| -4% | -$365 | ﹤0.01% | 792 |
|
|
2020
Q2 | $8.57K | Buy |
144
+6
| +4% | +$357 | ﹤0.01% | 744 |
|
|
2020
Q1 | $6.88K | Hold |
138
| – | – | ﹤0.01% | 758 |
|
|
2019
Q4 | $10.2K | Hold |
138
| – | – | 0.01% | 817 |
|
|
2019
Q3 | $10.6K | Hold |
138
| – | – | 0.01% | 772 |
|
|
2019
Q2 | $9.52K | Hold |
138
| – | – | 0.01% | 778 |
|
|
2019
Q1 | $10.2K | Buy |
138
+6
| +5% | +$441 | 0.01% | 775 |
|
|
2018
Q4 | $8.32K | Hold |
132
| – | – | 0.01% | 785 |
|
|
2018
Q3 | $7.51K | Sell |
132
-178
| -57% | -$10.1K | ﹤0.01% | 838 |
|
|
2018
Q2 | $16.7K | Hold |
310
| – | – | 0.01% | 659 |
|
|
2018
Q1 | $16K | Buy |
310
+287
| +1,248% | +$14.8K | 0.01% | 655 |
|
|
2017
Q4 | $1.31K | Sell |
23
-430
| -95% | -$24.5K | ﹤0.01% | 991 |
|
|
2017
Q3 | $25.9K | Hold |
453
| – | – | 0.02% | 460 |
|
|
2017
Q2 | $25K | Buy |
453
+430
| +1,870% | +$23.7K | 0.02% | 452 |
|
|
2017
Q1 | $1.37K | Hold |
23
| – | – | ﹤0.01% | 956 |
|
|
2016
Q4 | $1.32K | Sell |
23
-175
| -88% | -$10.1K | ﹤0.01% | 956 |
|
|
2016
Q3 | $13.3K | Hold |
198
| – | – | 0.01% | 584 |
|
|
2016
Q2 | $13.7K | Buy |
198
+175
| +761% | +$12.1K | 0.01% | 549 |
|
|
2016
Q1 | $1.44K | Buy |
+23
| New | +$1.44K | ﹤0.01% | 899 |
|