SWA
Sutton Wealth Advisors’s Resources Connection RGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$147 | – | 1400 |
|
|
2022
Q4 | $147 | Hold |
8
| – | – | ﹤0.01% | 1614 |
|
|
2022
Q3 | $145 | Hold |
8
| – | – | ﹤0.01% | 1571 |
|
|
2022
Q2 | $163 | Hold |
8
| – | – | ﹤0.01% | 1584 |
|
|
2022
Q1 | $137 | Buy |
+8
| New | +$137 | ﹤0.01% | 1595 |
|
|
2020
Q2 | – | Sell |
-405
| Closed | -$4.44K | – | 1271 |
|
|
2020
Q1 | $4.44K | Sell |
405
-116
| -22% | -$1.27K | ﹤0.01% | 845 |
|
|
2019
Q4 | $8.51K | Buy |
521
+155
| +42% | +$2.53K | ﹤0.01% | 858 |
|
|
2019
Q3 | $6.22K | Hold |
366
| – | – | ﹤0.01% | 901 |
|
|
2019
Q2 | $5.86K | Hold |
366
| – | – | ﹤0.01% | 900 |
|
|
2019
Q1 | $6.05K | Buy |
+366
| New | +$6.05K | ﹤0.01% | 895 |
|
|
2017
Q3 | – | Sell |
-1,129
| Closed | -$15.5K | – | 1102 |
|
|
2017
Q2 | $15.5K | Buy |
1,129
+540
| +92% | +$7.4K | 0.01% | 619 |
|
|
2017
Q1 | $9.87K | Hold |
589
| – | – | 0.01% | 717 |
|
|
2016
Q4 | $11.3K | Hold |
589
| – | – | 0.01% | 658 |
|
|
2016
Q3 | $8.8K | Hold |
589
| – | – | 0.01% | 692 |
|
|
2016
Q2 | $8.71K | Hold |
589
| – | – | 0.01% | 662 |
|
|
2016
Q1 | $9.17K | Buy |
+589
| New | +$9.17K | 0.01% | 630 |
|