SWA
Sutton Wealth Advisors’s Resideo Technologies REZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$35 | – | 883 |
|
|
2023
Q2 | $35 | Hold |
2
| – | – | ﹤0.01% | 853 |
|
|
2023
Q1 | $37 | Sell |
2
-3,226
| -100% | -$59.7K | ﹤0.01% | 802 |
|
|
2022
Q4 | $53.1K | Sell |
3,228
-3
| -0.1% | -$49 | 0.02% | 372 |
|
|
2022
Q3 | $61.6K | Buy |
3,231
+1
| +0% | +$19 | 0.03% | 333 |
|
|
2022
Q2 | $62.7K | Sell |
3,230
-33
| -1% | -$641 | 0.02% | 323 |
|
|
2022
Q1 | $77.8K | Buy |
3,263
+8
| +0.2% | +$191 | 0.03% | 298 |
|
|
2021
Q4 | $84.7K | Buy |
3,255
+18
| +0.6% | +$469 | 0.03% | 293 |
|
|
2021
Q3 | $80.2K | Hold |
3,237
| – | – | 0.03% | 282 |
|
|
2021
Q2 | $97.1K | Hold |
3,237
| – | – | 0.04% | 252 |
|
|
2021
Q1 | $91.4K | Hold |
3,237
| – | – | 0.04% | 254 |
|
|
2020
Q4 | $68.8K | Hold |
3,237
| – | – | 0.03% | 283 |
|
|
2020
Q3 | $35.6K | Hold |
3,237
| – | – | 0.02% | 381 |
|
|
2020
Q2 | $37.9K | Buy |
3,237
+3,141
| +3,272% | +$36.8K | 0.02% | 365 |
|
|
2020
Q1 | $465 | Sell |
96
-6
| -6% | -$29 | ﹤0.01% | 1146 |
|
|
2019
Q4 | $1.22K | Sell |
102
-105
| -51% | -$1.25K | ﹤0.01% | 1102 |
|
|
2019
Q3 | $2.97K | Sell |
207
-7
| -3% | -$100 | ﹤0.01% | 1017 |
|
|
2019
Q2 | $4.69K | Sell |
214
-28
| -12% | -$614 | ﹤0.01% | 947 |
|
|
2019
Q1 | $4.67K | Buy |
242
+16
| +7% | +$309 | ﹤0.01% | 951 |
|
|
2018
Q4 | $4.64K | Buy |
+226
| New | +$4.64K | ﹤0.01% | 898 |
|