SWA

Sutton Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$52.7K	Hold	372	–	–	0.03%	220
2023 Q2	$55.7K	Hold	372	–	–	0.03%	212
2023 Q1	$53.8K	Hold	372	–	–	0.03%	199
2022 Q4	$52.5K	Sell	372 -153	-29%	-$21.6K	0.02%	375
2022 Q3	$66.8K	Buy	525 +153	+41%	+$19.5K	0.03%	320
2022 Q2	$49.9K	Hold	372	–	–	0.02%	382
2022 Q1	$58.7K	Hold	372	–	–	0.02%	362
2021 Q4	$60.5K	Hold	372	–	–	0.02%	365
2021 Q3	$55.7K	Hold	372	–	–	0.02%	371
2021 Q2	$56.1K	Hold	372	–	–	0.02%	378
2021 Q1	$52.7K	Hold	372	–	–	0.02%	381
2020 Q4	$47.4K	Hold	372	–	–	0.02%	367
2020 Q3	$40.2K	Hold	372	–	–	0.02%	344
2020 Q2	$37.9K	Hold	372	–	–	0.02%	368
2020 Q1	$31.3K	Hold	372	–	–	0.02%	362
2019 Q4	$43K	Hold	372	–	–	0.02%	348
2019 Q3	$40.2K	Hold	372	–	–	0.02%	359
2019 Q2	$40.1K	Buy	+372	New	+$40.1K	0.02%	358
2019 Q1	–	Sell	-266	Closed	-$24.3K	–	1222
2018 Q4	$24.3K	Hold	266	–	–	0.02%	463
2018 Q3	$28.4K	Buy	+266	New	+$28.4K	0.02%	464
2018 Q2	–	Sell	-545	Closed	-$54.2K	–	1156
2018 Q1	$54.2K	Hold	545	–	–	0.04%	262
2017 Q4	$55.1K	Hold	545	–	–	0.04%	258
2017 Q3	$52.1K	Hold	545	–	–	0.04%	264
2017 Q2	$50.5K	Hold	545	–	–	0.04%	260
2017 Q1	$49.5K	Hold	545	–	–	0.04%	264
2016 Q4	$47.2K	Hold	545	–	–	0.04%	278
2016 Q3	$45.6K	Buy	545 +166	+44%	+$13.9K	0.04%	274
2016 Q2	$30.5K	Hold	379	–	–	0.03%	329
2016 Q1	$29.8K	Buy	+379	New	+$29.8K	0.03%	338