SWA
Sutton Wealth Advisors’s Regency Centers REG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.44K | Hold |
41
| – | – | ﹤0.01% | 696 |
|
|
2023
Q2 | $2.53K | Sell |
41
-7
| -15% | -$432 | ﹤0.01% | 668 |
|
|
2023
Q1 | $2.94K | Hold |
48
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $3K | Hold |
48
| – | – | ﹤0.01% | 1164 |
|
|
2022
Q3 | $2.59K | Sell |
48
-16
| -25% | -$862 | ﹤0.01% | 1157 |
|
|
2022
Q2 | $3.8K | Buy |
64
+6
| +10% | +$356 | ﹤0.01% | 1099 |
|
|
2022
Q1 | $4.14K | Buy |
58
+10
| +21% | +$713 | ﹤0.01% | 1105 |
|
|
2021
Q4 | $3.62K | Hold |
48
| – | – | ﹤0.01% | 1113 |
|
|
2021
Q3 | $3.23K | Hold |
48
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q2 | $3.08K | Hold |
48
| – | – | ﹤0.01% | 1113 |
|
|
2021
Q1 | $2.72K | Hold |
48
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q4 | $2.19K | Buy |
48
+23
| +92% | +$1.05K | ﹤0.01% | 1099 |
|
|
2020
Q3 | $951 | Buy |
25
+17
| +213% | +$647 | ﹤0.01% | 1147 |
|
|
2020
Q2 | $367 | Hold |
8
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q1 | $307 | Sell |
8
-16
| -67% | -$614 | ﹤0.01% | 1163 |
|
|
2019
Q4 | $1.51K | Buy |
24
+9
| +60% | +$568 | ﹤0.01% | 1088 |
|
|
2019
Q3 | $1.04K | Hold |
15
| – | – | ﹤0.01% | 1111 |
|
|
2019
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1098 |
|
|
2018
Q3 | – | Sell |
-335
| Closed | -$20.8K | – | 1157 |
|
|
2018
Q2 | $20.8K | Hold |
335
| – | – | 0.01% | 573 |
|
|
2018
Q1 | $19.8K | Buy |
+335
| New | +$19.8K | 0.01% | 573 |
|