SWA
Sutton Wealth Advisors’s PTC PTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.13K | Buy |
15
+10
| +200% | +$1.42K | ﹤0.01% | 712 |
|
|
2023
Q2 | $712 | Hold |
5
| – | – | ﹤0.01% | 790 |
|
|
2023
Q1 | $641 | Sell |
5
-3
| -38% | -$385 | ﹤0.01% | 756 |
|
|
2022
Q4 | $960 | Hold |
8
| – | – | ﹤0.01% | 1338 |
|
|
2022
Q3 | $837 | Buy |
8
+3
| +60% | +$314 | ﹤0.01% | 1339 |
|
|
2022
Q2 | $532 | Sell |
5
-16
| -76% | -$1.7K | ﹤0.01% | 1441 |
|
|
2022
Q1 | $2.26K | Buy |
+21
| New | +$2.26K | ﹤0.01% | 1186 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | -$240 | – | 1689 |
|
|
2021
Q3 | $240 | Buy |
+2
| New | +$240 | ﹤0.01% | 1292 |
|