SWA
Sutton Wealth Advisors’s PG&E PCG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.52K | Buy |
+94
| New | +$1.52K | ﹤0.01% | 754 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1711 |
|
|
2022
Q2 | – | Sell |
-101
| Closed | -$1.21K | – | 1694 |
|
|
2022
Q1 | $1.21K | Hold |
101
| – | – | ﹤0.01% | 1291 |
|
|
2021
Q4 | $1.23K | Buy |
+101
| New | +$1.23K | ﹤0.01% | 1282 |
|
|
2021
Q3 | – | Sell |
-84
| Closed | -$854 | – | 1338 |
|
|
2021
Q2 | $854 | Hold |
84
| – | – | ﹤0.01% | 1238 |
|
|
2021
Q1 | $984 | Hold |
84
| – | – | ﹤0.01% | 1203 |
|
|
2020
Q4 | $1.05K | Buy |
+84
| New | +$1.05K | ﹤0.01% | 1179 |
|
|
2019
Q1 | – | Sell |
-103
| Closed | -$2.45K | – | 1216 |
|
|
2018
Q4 | $2.45K | Buy |
103
+12
| +13% | +$285 | ﹤0.01% | 975 |
|
|
2018
Q3 | $4.19K | Buy |
91
+6
| +7% | +$276 | ﹤0.01% | 928 |
|
|
2018
Q2 | $3.62K | Buy |
85
+21
| +33% | +$894 | ﹤0.01% | 960 |
|
|
2018
Q1 | $2.81K | Buy |
64
+52
| +433% | +$2.29K | ﹤0.01% | 975 |
|
|
2017
Q4 | $538 | Sell |
12
-13
| -52% | -$583 | ﹤0.01% | 1043 |
|
|
2017
Q3 | $1.7K | Hold |
25
| – | – | ﹤0.01% | 961 |
|
|
2017
Q2 | $1.66K | Buy |
25
+18
| +257% | +$1.19K | ﹤0.01% | 971 |
|
|
2017
Q1 | $465 | Hold |
7
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q4 | $425 | Hold |
7
| – | – | ﹤0.01% | 1022 |
|
|
2016
Q3 | $428 | Hold |
7
| – | – | ﹤0.01% | 1015 |
|
|
2016
Q2 | $447 | Hold |
7
| – | – | ﹤0.01% | 978 |
|
|
2016
Q1 | $418 | Buy |
+7
| New | +$418 | ﹤0.01% | 978 |
|