Sutton Wealth Advisors’s PDF Solutions PDFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-724
| Closed | -$20.6K | – | 1351 |
|
|
2022
Q4 | $20.6K | Buy |
724
+5
| +0.7% | +$143 | 0.01% | 683 |
|
|
2022
Q3 | $17.6K | Hold |
719
| – | – | 0.01% | 703 |
|
|
2022
Q2 | $15.5K | Sell |
719
-12
| -2% | -$258 | 0.01% | 752 |
|
|
2022
Q1 | $20.4K | Buy |
731
+5
| +0.7% | +$139 | 0.01% | 706 |
|
|
2021
Q4 | $23.1K | Buy |
726
+7
| +1% | +$223 | 0.01% | 662 |
|
|
2021
Q3 | $16.6K | Hold |
719
| – | – | 0.01% | 752 |
|
|
2021
Q2 | $13.1K | Hold |
719
| – | – | ﹤0.01% | 824 |
|
|
2021
Q1 | $12.8K | Hold |
719
| – | – | 0.01% | 804 |
|
|
2020
Q4 | $15.5K | Hold |
719
| – | – | 0.01% | 677 |
|
|
2020
Q3 | $13.5K | Hold |
719
| – | – | 0.01% | 656 |
|
|
2020
Q2 | $14.1K | Hold |
719
| – | – | 0.01% | 625 |
|
|
2020
Q1 | $8.43K | Hold |
719
| – | – | 0.01% | 702 |
|
|
2019
Q4 | $12.1K | Hold |
719
| – | – | 0.01% | 761 |
|
|
2019
Q3 | $9.4K | Hold |
719
| – | – | 0.01% | 801 |
|
|
2019
Q2 | $9.43K | Hold |
719
| – | – | 0.01% | 781 |
|
|
2019
Q1 | $8.88K | Hold |
719
| – | – | 0.01% | 812 |
|
|
2018
Q4 | $6.06K | Buy |
+719
| New | +$6.06K | ﹤0.01% | 852 |
|
|
2018
Q1 | – | Sell |
-479
| Closed | -$7.52K | – | 1143 |
|
|
2017
Q4 | $7.52K | Buy |
+479
| New | +$7.52K | 0.01% | 840 |
|