SWA
Sutton Wealth Advisors’s Saia SAIA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5
| Closed | -$1.05K | – | 1419 |
|
2022
Q4 | $1.05K | Hold |
5
| – | – | ﹤0.01% | 1311 |
|
2022
Q3 | $950 | Buy |
+5
| New | +$950 | ﹤0.01% | 1310 |
|
2022
Q2 | – | Sell |
-5
| Closed | -$1.22K | – | 1712 |
|
2022
Q1 | $1.22K | Buy |
5
+3
| +150% | +$731 | ﹤0.01% | 1289 |
|
2021
Q4 | $674 | Buy |
+2
| New | +$674 | ﹤0.01% | 1432 |
|
2021
Q3 | – | Sell |
-557
| Closed | -$117K | – | 1342 |
|
2021
Q2 | $117K | Hold |
557
| – | – | 0.04% | 234 |
|
2021
Q1 | $128K | Hold |
557
| – | – | 0.05% | 215 |
|
2020
Q4 | $101K | Hold |
557
| – | – | 0.04% | 223 |
|
2020
Q3 | $70.3K | Hold |
557
| – | – | 0.03% | 248 |
|
2020
Q2 | $61.9K | Hold |
557
| – | – | 0.03% | 257 |
|
2020
Q1 | $41K | Hold |
557
| – | – | 0.03% | 305 |
|
2019
Q4 | $51.9K | Hold |
557
| – | – | 0.03% | 299 |
|
2019
Q3 | $52.2K | Hold |
557
| – | – | 0.03% | 291 |
|
2019
Q2 | $36K | Hold |
557
| – | – | 0.02% | 399 |
|
2019
Q1 | $34K | Hold |
557
| – | – | 0.02% | 398 |
|
2018
Q4 | $31.1K | Sell |
557
-52
| -9% | -$2.9K | 0.02% | 381 |
|
2018
Q3 | $46.6K | Buy |
609
+52
| +9% | +$3.98K | 0.03% | 305 |
|
2018
Q2 | $45K | Hold |
557
| – | – | 0.03% | 314 |
|
2018
Q1 | $41.9K | Hold |
557
| – | – | 0.03% | 318 |
|
2017
Q4 | $39.4K | Hold |
557
| – | – | 0.03% | 339 |
|
2017
Q3 | $34.9K | Hold |
557
| – | – | 0.03% | 362 |
|
2017
Q2 | $28.6K | Hold |
557
| – | – | 0.02% | 419 |
|
2017
Q1 | $24.7K | Hold |
557
| – | – | 0.02% | 436 |
|
2016
Q4 | $24.6K | Hold |
557
| – | – | 0.02% | 435 |
|
2016
Q3 | $16.7K | Hold |
557
| – | – | 0.02% | 512 |
|
2016
Q2 | $14K | Hold |
557
| – | – | 0.01% | 543 |
|
2016
Q1 | $15.7K | Buy |
+557
| New | +$15.7K | 0.01% | 499 |
|