Sutton Wealth Advisors’s Pricesmart PSMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-406
| Closed | -$24.7K | – | 1384 |
|
|
2022
Q4 | $24.7K | Hold |
406
| – | – | 0.01% | 610 |
|
|
2022
Q3 | $23.4K | Buy |
406
+5
| +1% | +$288 | 0.01% | 616 |
|
|
2022
Q2 | $28.7K | Hold |
401
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $31.6K | Hold |
401
| – | – | 0.01% | 557 |
|
|
2021
Q4 | $29.3K | Buy |
401
+6
| +2% | +$439 | 0.01% | 590 |
|
|
2021
Q3 | $30.6K | Hold |
395
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $35.9K | Hold |
395
| – | – | 0.01% | 508 |
|
|
2021
Q1 | $38.2K | Hold |
395
| – | – | 0.02% | 466 |
|
|
2020
Q4 | $36K | Hold |
395
| – | – | 0.02% | 442 |
|
|
2020
Q3 | $26.2K | Hold |
395
| – | – | 0.01% | 468 |
|
|
2020
Q2 | $23.8K | Sell |
395
-55
| -12% | -$3.32K | 0.01% | 488 |
|
|
2020
Q1 | $23.6K | Buy |
450
+187
| +71% | +$9.83K | 0.01% | 432 |
|
|
2019
Q4 | $18.7K | Buy |
+263
| New | +$18.7K | 0.01% | 629 |
|