SWA
Sutton Wealth Advisors’s RE/MAX Holdings RMAX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-414
| Closed | -$7.83K | – | 1723 |
|
|
2022
Q3 | $7.83K | Sell |
414
-5
| -1% | -$95 | ﹤0.01% | 966 |
|
|
2022
Q2 | $10.3K | Hold |
419
| – | – | ﹤0.01% | 896 |
|
|
2022
Q1 | $11.6K | Hold |
419
| – | – | ﹤0.01% | 893 |
|
|
2021
Q4 | $12.8K | Buy |
419
+5
| +1% | +$152 | ﹤0.01% | 852 |
|
|
2021
Q3 | $12.9K | Hold |
414
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $13.8K | Hold |
414
| – | – | 0.01% | 813 |
|
|
2021
Q1 | $16.3K | Hold |
414
| – | – | 0.01% | 735 |
|
|
2020
Q4 | $15K | Hold |
414
| – | – | 0.01% | 685 |
|
|
2020
Q3 | $13.6K | Hold |
414
| – | – | 0.01% | 655 |
|
|
2020
Q2 | $13K | Buy |
+414
| New | +$13K | 0.01% | 639 |
|
|
2020
Q1 | – | Sell |
-400
| Closed | -$15.4K | – | 1249 |
|
|
2019
Q4 | $15.4K | Buy |
+400
| New | +$15.4K | 0.01% | 704 |
|
|
2019
Q3 | – | Sell |
-353
| Closed | -$10.9K | – | 1211 |
|
|
2019
Q2 | $10.9K | Hold |
353
| – | – | 0.01% | 749 |
|
|
2019
Q1 | $13.6K | Hold |
353
| – | – | 0.01% | 704 |
|
|
2018
Q4 | $10.9K | Hold |
353
| – | – | 0.01% | 719 |
|
|
2018
Q3 | $15.7K | Hold |
353
| – | – | 0.01% | 675 |
|
|
2018
Q2 | $18.5K | Hold |
353
| – | – | 0.01% | 621 |
|
|
2018
Q1 | $21.3K | Hold |
353
| – | – | 0.02% | 545 |
|
|
2017
Q4 | $17.1K | Hold |
353
| – | – | 0.01% | 601 |
|
|
2017
Q3 | $22.4K | Hold |
353
| – | – | 0.02% | 509 |
|
|
2017
Q2 | $19.8K | Hold |
353
| – | – | 0.02% | 531 |
|
|
2017
Q1 | $21K | Hold |
353
| – | – | 0.02% | 500 |
|
|
2016
Q4 | $19.8K | Hold |
353
| – | – | 0.02% | 499 |
|
|
2016
Q3 | $15.5K | Hold |
353
| – | – | 0.01% | 535 |
|
|
2016
Q2 | $14.2K | Hold |
353
| – | – | 0.01% | 539 |
|
|
2016
Q1 | $12.1K | Buy |
+353
| New | +$12.1K | 0.01% | 559 |
|