SWA
Sutton Wealth Advisors’s PNC Financial Services PNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15K | Buy |
122
+21
| +21% | +$2.58K | 0.01% | 399 |
|
|
2023
Q2 | $12.7K | Sell |
101
-133
| -57% | -$16.8K | 0.01% | 423 |
|
|
2023
Q1 | $29.7K | Sell |
234
-1,198
| -84% | -$152K | 0.02% | 257 |
|
|
2022
Q4 | $226K | Sell |
1,432
-61
| -4% | -$9.63K | 0.09% | 157 |
|
|
2022
Q3 | $223K | Buy |
1,493
+42
| +3% | +$6.28K | 0.09% | 159 |
|
|
2022
Q2 | $229K | Buy |
1,451
+1
| +0.1% | +$158 | 0.09% | 153 |
|
|
2022
Q1 | $267K | Buy |
1,450
+15
| +1% | +$2.77K | 0.09% | 150 |
|
|
2021
Q4 | $288K | Hold |
1,435
| – | – | 0.1% | 141 |
|
|
2021
Q3 | $281K | Hold |
1,435
| – | – | 0.1% | 138 |
|
|
2021
Q2 | $274K | Hold |
1,435
| – | – | 0.1% | 141 |
|
|
2021
Q1 | $252K | Buy |
1,435
+5
| +0.3% | +$877 | 0.1% | 141 |
|
|
2020
Q4 | $213K | Buy |
1,430
+12
| +0.8% | +$1.79K | 0.09% | 150 |
|
|
2020
Q3 | $156K | Sell |
1,418
-60
| -4% | -$6.6K | 0.08% | 166 |
|
|
2020
Q2 | $156K | Sell |
1,478
-72
| -5% | -$7.58K | 0.08% | 160 |
|
|
2020
Q1 | $148K | Buy |
1,550
+1
| +0.1% | +$96 | 0.09% | 153 |
|
|
2019
Q4 | $247K | Hold |
1,549
| – | – | 0.13% | 129 |
|
|
2019
Q3 | $217K | Sell |
1,549
-101
| -6% | -$14.2K | 0.12% | 136 |
|
|
2019
Q2 | $227K | Buy |
1,650
+18
| +1% | +$2.47K | 0.13% | 127 |
|
|
2019
Q1 | $200K | Buy |
1,632
+11
| +0.7% | +$1.35K | 0.12% | 141 |
|
|
2018
Q4 | $190K | Buy |
1,621
+221
| +16% | +$25.8K | 0.12% | 133 |
|
|
2018
Q3 | $191K | Hold |
1,400
| – | – | 0.12% | 131 |
|
|
2018
Q2 | $189K | Hold |
1,400
| – | – | 0.13% | 130 |
|
|
2018
Q1 | $212K | Hold |
1,400
| – | – | 0.15% | 119 |
|
|
2017
Q4 | $202K | Hold |
1,400
| – | – | 0.15% | 124 |
|
|
2017
Q3 | $189K | Hold |
1,400
| – | – | 0.14% | 124 |
|
|
2017
Q2 | $175K | Hold |
1,400
| – | – | 0.14% | 130 |
|
|
2017
Q1 | $168K | Hold |
1,400
| – | – | 0.14% | 122 |
|
|
2016
Q4 | $164K | Hold |
1,400
| – | – | 0.15% | 120 |
|
|
2016
Q3 | $126K | Hold |
1,400
| – | – | 0.12% | 152 |
|
|
2016
Q2 | $114K | Hold |
1,400
| – | – | 0.11% | 162 |
|
|
2016
Q1 | $118K | Buy |
+1,400
| New | +$118K | 0.11% | 159 |
|