Sutton Wealth Advisors’s ePlus PLUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-450
| Closed | -$19.9K | – | 1365 |
|
|
2022
Q4 | $19.9K | Hold |
450
| – | – | 0.01% | 688 |
|
|
2022
Q3 | $18.7K | Sell |
450
-3
| -0.7% | -$125 | 0.01% | 682 |
|
|
2022
Q2 | $24.1K | Hold |
453
| – | – | 0.01% | 606 |
|
|
2022
Q1 | $25.4K | Sell |
453
-2
| -0.4% | -$112 | 0.01% | 631 |
|
|
2021
Q4 | $24.5K | Buy |
455
+7
| +2% | +$377 | 0.01% | 646 |
|
|
2021
Q3 | $23K | Hold |
448
| – | – | 0.01% | 653 |
|
|
2021
Q2 | $19.4K | Hold |
448
| – | – | 0.01% | 713 |
|
|
2021
Q1 | $22.3K | Hold |
448
| – | – | 0.01% | 642 |
|
|
2020
Q4 | $19.7K | Hold |
448
| – | – | 0.01% | 620 |
|
|
2020
Q3 | $16.4K | Hold |
448
| – | – | 0.01% | 599 |
|
|
2020
Q2 | $15.8K | Hold |
448
| – | – | 0.01% | 602 |
|
|
2020
Q1 | $14K | Hold |
448
| – | – | 0.01% | 564 |
|
|
2019
Q4 | $18.9K | Hold |
448
| – | – | 0.01% | 621 |
|
|
2019
Q3 | $17K | Hold |
448
| – | – | 0.01% | 631 |
|
|
2019
Q2 | $15.4K | Hold |
448
| – | – | 0.01% | 654 |
|
|
2019
Q1 | $19.8K | Hold |
448
| – | – | 0.01% | 573 |
|
|
2018
Q4 | $15.9K | Hold |
448
| – | – | 0.01% | 598 |
|
|
2018
Q3 | $20.8K | Hold |
448
| – | – | 0.01% | 571 |
|
|
2018
Q2 | $21.1K | Hold |
448
| – | – | 0.01% | 569 |
|
|
2018
Q1 | $17.4K | Hold |
448
| – | – | 0.01% | 628 |
|
|
2017
Q4 | $16.8K | Hold |
448
| – | – | 0.01% | 612 |
|
|
2017
Q3 | $20.7K | Hold |
448
| – | – | 0.02% | 534 |
|
|
2017
Q2 | $16.6K | Hold |
448
| – | – | 0.01% | 594 |
|
|
2017
Q1 | $15.1K | Hold |
448
| – | – | 0.01% | 601 |
|
|
2016
Q4 | $12.9K | Hold |
448
| – | – | 0.01% | 625 |
|
|
2016
Q3 | $10.6K | Hold |
448
| – | – | 0.01% | 649 |
|
|
2016
Q2 | $9.16K | Buy |
+448
| New | +$9.16K | 0.01% | 652 |
|