SWA
Sutton Wealth Advisors’s Preferred Bank PFBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$75 | – | 1354 |
|
|
2022
Q4 | $75 | Hold |
1
| – | – | ﹤0.01% | 1650 |
|
|
2022
Q3 | $65 | Sell |
1
-6
| -86% | -$390 | ﹤0.01% | 1629 |
|
|
2022
Q2 | $476 | Buy |
7
+4
| +133% | +$272 | ﹤0.01% | 1471 |
|
|
2022
Q1 | $222 | Hold |
3
| – | – | ﹤0.01% | 1563 |
|
|
2021
Q4 | $215 | Buy |
+3
| New | +$215 | ﹤0.01% | 1631 |
|
|
2020
Q3 | – | Sell |
-123
| Closed | -$5.27K | – | 1244 |
|
|
2020
Q2 | $5.27K | Sell |
123
-61
| -33% | -$2.61K | ﹤0.01% | 864 |
|
|
2020
Q1 | $6.22K | Hold |
184
| – | – | ﹤0.01% | 772 |
|
|
2019
Q4 | $11.1K | Hold |
184
| – | – | 0.01% | 792 |
|
|
2019
Q3 | $9.64K | Hold |
184
| – | – | 0.01% | 794 |
|
|
2019
Q2 | $8.69K | Hold |
184
| – | – | 0.01% | 811 |
|
|
2019
Q1 | $8.27K | Buy |
+184
| New | +$8.27K | ﹤0.01% | 830 |
|