SWA
Sutton Wealth Advisors’s RTX Corp RTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $208K | Sell |
2,888
-30
| -1% | -$2.16K | 0.1% | 106 |
|
|
2023
Q2 | $286K | Buy |
2,918
+714
| +32% | +$69.9K | 0.14% | 89 |
|
|
2023
Q1 | $216K | Sell |
2,204
-2,068
| -48% | -$203K | 0.12% | 95 |
|
|
2022
Q4 | $431K | Buy |
4,272
+10
| +0.2% | +$1.01K | 0.16% | 97 |
|
|
2022
Q3 | $349K | Buy |
4,262
+403
| +10% | +$33K | 0.14% | 109 |
|
|
2022
Q2 | $371K | Buy |
3,859
+262
| +7% | +$25.2K | 0.15% | 106 |
|
|
2022
Q1 | $356K | Buy |
3,597
+164
| +5% | +$16.2K | 0.12% | 119 |
|
|
2021
Q4 | $295K | Buy |
3,433
+159
| +5% | +$13.7K | 0.1% | 137 |
|
|
2021
Q3 | $281K | Buy |
3,274
+2
| +0.1% | +$172 | 0.1% | 136 |
|
|
2021
Q2 | $279K | Buy |
3,272
+152
| +5% | +$13K | 0.1% | 137 |
|
|
2021
Q1 | $241K | Buy |
3,120
+37
| +1% | +$2.86K | 0.09% | 151 |
|
|
2020
Q4 | $220K | Buy |
3,083
+131
| +4% | +$9.37K | 0.09% | 145 |
|
|
2020
Q3 | $170K | Sell |
2,952
-42
| -1% | -$2.42K | 0.08% | 158 |
|
|
2020
Q2 | $184K | Buy |
2,994
+536
| +22% | +$33K | 0.1% | 148 |
|
|
2020
Q1 | $232K | Buy |
2,458
+32
| +1% | +$3.02K | 0.15% | 114 |
|
|
2019
Q4 | $363K | Hold |
2,426
| – | – | 0.19% | 95 |
|
|
2019
Q3 | $331K | Hold |
2,426
| – | – | 0.18% | 92 |
|
|
2019
Q2 | $316K | Hold |
2,426
| – | – | 0.18% | 99 |
|
|
2019
Q1 | $313K | Sell |
2,426
-403
| -14% | -$51.9K | 0.18% | 100 |
|
|
2018
Q4 | $301K | Buy |
2,829
+487
| +21% | +$51.9K | 0.19% | 92 |
|
|
2018
Q3 | $327K | Buy |
2,342
+33
| +1% | +$4.61K | 0.21% | 85 |
|
|
2018
Q2 | $289K | Hold |
2,309
| – | – | 0.2% | 87 |
|
|
2018
Q1 | $291K | Hold |
2,309
| – | – | 0.21% | 84 |
|
|
2017
Q4 | $295K | Hold |
2,309
| – | – | 0.22% | 80 |
|
|
2017
Q3 | $268K | Sell |
2,309
-95
| -4% | -$11K | 0.2% | 85 |
|
|
2017
Q2 | $294K | Hold |
2,404
| – | – | 0.23% | 73 |
|
|
2017
Q1 | $270K | Hold |
2,404
| – | – | 0.23% | 70 |
|
|
2016
Q4 | $264K | Hold |
2,404
| – | – | 0.24% | 73 |
|
|
2016
Q3 | $244K | Hold |
2,404
| – | – | 0.22% | 74 |
|
|
2016
Q2 | $247K | Hold |
2,404
| – | – | 0.23% | 75 |
|
|
2016
Q1 | $241K | Buy |
+2,404
| New | +$241K | 0.23% | 74 |
|