SWA

Sutton Wealth Advisors’s Pentair PNR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$3.63K	Buy	56 +28	+100%	+$1.81K	﹤0.01%	633
2023 Q2	$1.81K	Hold	28	–	–	﹤0.01%	710
2023 Q1	$1.55K	Hold	28	–	–	﹤0.01%	681
2022 Q4	$1.26K	Hold	28	–	–	﹤0.01%	1271
2022 Q3	$1.14K	Hold	28	–	–	﹤0.01%	1259
2022 Q2	$1.28K	Sell	28 -20	-42%	-$916	﹤0.01%	1234
2022 Q1	$2.6K	Buy	48 +20	+71%	+$1.08K	﹤0.01%	1169
2021 Q4	$2.05K	Hold	28	–	–	﹤0.01%	1197
2021 Q3	$2.03K	Hold	28	–	–	﹤0.01%	1172
2021 Q2	$1.89K	Hold	28	–	–	﹤0.01%	1169
2021 Q1	$1.75K	Hold	28	–	–	﹤0.01%	1154
2020 Q4	$1.49K	Buy	28 +13	+87%	+$690	﹤0.01%	1142
2020 Q3	$687	Hold	15	–	–	﹤0.01%	1163
2020 Q2	$570	Sell	15 -4	-21%	-$152	﹤0.01%	1157
2020 Q1	$565	Hold	19	–	–	﹤0.01%	1135
2019 Q4	$872	Hold	19	–	–	﹤0.01%	1126
2019 Q3	$718	Hold	19	–	–	﹤0.01%	1137
2019 Q2	$707	Sell	19 -22	-54%	-$819	﹤0.01%	1125
2019 Q1	$1.83K	Hold	41	–	–	﹤0.01%	1059
2018 Q4	$1.55K	Hold	41	–	–	﹤0.01%	1011
2018 Q3	$1.78K	Hold	41	–	–	﹤0.01%	1008
2018 Q2	$1.73K	Hold	41	–	–	﹤0.01%	1023
2018 Q1	$2.79K	Hold	41	–	–	﹤0.01%	977
2017 Q4	$2.9K	Hold	41	–	–	﹤0.01%	944
2017 Q3	$2.79K	Buy	41 +15	+58%	+$1.02K	﹤0.01%	931
2017 Q2	$1.73K	Buy	26 +15	+136%	+$998	﹤0.01%	968
2017 Q1	$691	Hold	11	–	–	﹤0.01%	998
2016 Q4	$617	Hold	11	–	–	﹤0.01%	999
2016 Q3	$707	Hold	11	–	–	﹤0.01%	982
2016 Q2	$641	Hold	11	–	–	﹤0.01%	955
2016 Q1	$597	Buy	+11	New	+$597	﹤0.01%	955