SWA
Sutton Wealth Advisors’s Oshkosh OSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,189
| Closed | -$193K | – | 1334 |
|
|
2022
Q4 | $193K | Buy |
2,189
+1
| +0% | +$88 | 0.07% | 176 |
|
|
2022
Q3 | $154K | Sell |
2,188
-2
| -0.1% | -$141 | 0.06% | 193 |
|
|
2022
Q2 | $180K | Sell |
2,190
-10
| -0.5% | -$821 | 0.07% | 175 |
|
|
2022
Q1 | $221K | Buy |
2,200
+4
| +0.2% | +$403 | 0.08% | 169 |
|
|
2021
Q4 | $248K | Buy |
2,196
+8
| +0.4% | +$902 | 0.08% | 162 |
|
|
2021
Q3 | $224K | Hold |
2,188
| – | – | 0.08% | 168 |
|
|
2021
Q2 | $273K | Hold |
2,188
| – | – | 0.1% | 143 |
|
|
2021
Q1 | $260K | Hold |
2,188
| – | – | 0.1% | 139 |
|
|
2020
Q4 | $188K | Hold |
2,188
| – | – | 0.08% | 162 |
|
|
2020
Q3 | $161K | Hold |
2,188
| – | – | 0.08% | 162 |
|
|
2020
Q2 | $157K | Hold |
2,188
| – | – | 0.08% | 159 |
|
|
2020
Q1 | $141K | Hold |
2,188
| – | – | 0.09% | 160 |
|
|
2019
Q4 | $207K | Hold |
2,188
| – | – | 0.11% | 148 |
|
|
2019
Q3 | $166K | Hold |
2,188
| – | – | 0.09% | 167 |
|
|
2019
Q2 | $183K | Hold |
2,188
| – | – | 0.1% | 151 |
|
|
2019
Q1 | $164K | Hold |
2,188
| – | – | 0.1% | 159 |
|
|
2018
Q4 | $134K | Hold |
2,188
| – | – | 0.09% | 166 |
|
|
2018
Q3 | $156K | Hold |
2,188
| – | – | 0.1% | 151 |
|
|
2018
Q2 | $154K | Hold |
2,188
| – | – | 0.11% | 151 |
|
|
2018
Q1 | $169K | Hold |
2,188
| – | – | 0.12% | 142 |
|
|
2017
Q4 | $199K | Hold |
2,188
| – | – | 0.15% | 125 |
|
|
2017
Q3 | $181K | Hold |
2,188
| – | – | 0.14% | 125 |
|
|
2017
Q2 | $151K | Hold |
2,188
| – | – | 0.12% | 149 |
|
|
2017
Q1 | $150K | Hold |
2,188
| – | – | 0.13% | 142 |
|
|
2016
Q4 | $141K | Hold |
2,188
| – | – | 0.13% | 142 |
|
|
2016
Q3 | $123K | Hold |
2,188
| – | – | 0.11% | 159 |
|
|
2016
Q2 | $104K | Hold |
2,188
| – | – | 0.1% | 172 |
|
|
2016
Q1 | $89.4K | Buy |
+2,188
| New | +$89.4K | 0.08% | 191 |
|