Sutton Wealth Advisors’s Scholastic SCHL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-588
| Closed | -$23.2K | – | 1428 |
|
2022
Q4 | $23.2K | Buy |
588
+187
| +47% | +$7.38K | 0.01% | 643 |
|
2022
Q3 | $12.3K | Hold |
401
| – | – | 0.01% | 831 |
|
2022
Q2 | $14.4K | Sell |
401
-7
| -2% | -$252 | 0.01% | 782 |
|
2022
Q1 | $16.4K | Hold |
408
| – | – | 0.01% | 780 |
|
2021
Q4 | $16.3K | Buy |
408
+7
| +2% | +$280 | 0.01% | 769 |
|
2021
Q3 | $14.3K | Hold |
401
| – | – | 0.01% | 798 |
|
2021
Q2 | $15.2K | Hold |
401
| – | – | 0.01% | 782 |
|
2021
Q1 | $12.1K | Hold |
401
| – | – | ﹤0.01% | 823 |
|
2020
Q4 | $10K | Buy |
+401
| New | +$10K | ﹤0.01% | 806 |
|
2020
Q2 | – | Sell |
-156
| Closed | -$3.98K | – | 1275 |
|
2020
Q1 | $3.98K | Sell |
156
-270
| -63% | -$6.88K | ﹤0.01% | 893 |
|
2019
Q4 | $16.4K | Hold |
426
| – | – | 0.01% | 677 |
|
2019
Q3 | $16.1K | Buy |
+426
| New | +$16.1K | 0.01% | 654 |
|
2019
Q2 | – | Sell |
-303
| Closed | -$12K | – | 1216 |
|
2019
Q1 | $12K | Hold |
303
| – | – | 0.01% | 740 |
|
2018
Q4 | $12.2K | Hold |
303
| – | – | 0.01% | 686 |
|
2018
Q3 | $14.1K | Hold |
303
| – | – | 0.01% | 699 |
|
2018
Q2 | $13.4K | Hold |
303
| – | – | 0.01% | 750 |
|
2018
Q1 | $11.8K | Hold |
303
| – | – | 0.01% | 769 |
|
2017
Q4 | $12.2K | Hold |
303
| – | – | 0.01% | 721 |
|
2017
Q3 | $11.3K | Sell |
303
-255
| -46% | -$9.49K | 0.01% | 738 |
|
2017
Q2 | $24.3K | Buy |
558
+255
| +84% | +$11.1K | 0.02% | 460 |
|
2017
Q1 | $12.9K | Hold |
303
| – | – | 0.01% | 647 |
|
2016
Q4 | $14.4K | Hold |
303
| – | – | 0.01% | 594 |
|
2016
Q3 | $11.9K | Hold |
303
| – | – | 0.01% | 619 |
|
2016
Q2 | $12K | Buy |
+303
| New | +$12K | 0.01% | 580 |
|