SWA
Sutton Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-20
| Closed | -$880 | – | 1348 |
|
|
2022
Q4 | $880 | Sell |
20
-1
| -5% | -$44 | ﹤0.01% | 1360 |
|
|
2022
Q3 | $862 | Buy |
21
+7
| +50% | +$287 | ﹤0.01% | 1333 |
|
|
2022
Q2 | $619 | Hold |
14
| – | – | ﹤0.01% | 1408 |
|
|
2022
Q1 | $738 | Buy |
14
+6
| +75% | +$316 | ﹤0.01% | 1414 |
|
|
2021
Q4 | $482 | Buy |
+8
| New | +$482 | ﹤0.01% | 1534 |
|
|
2019
Q1 | – | Sell |
-17
| Closed | -$538 | – | 1217 |
|
|
2018
Q4 | $538 | Sell |
17
-238
| -93% | -$7.53K | ﹤0.01% | 1087 |
|
|
2018
Q3 | $10.4K | Hold |
255
| – | – | 0.01% | 776 |
|
|
2018
Q2 | $13K | Sell |
255
-195
| -43% | -$9.92K | 0.01% | 758 |
|
|
2018
Q1 | $23.4K | Buy |
+450
| New | +$23.4K | 0.02% | 510 |
|