SWA
Sutton Wealth Advisors’s Scansource SCSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$117 | – | 1431 |
|
|
2022
Q4 | $117 | Hold |
4
| – | – | ﹤0.01% | 1632 |
|
|
2022
Q3 | $106 | Hold |
4
| – | – | ﹤0.01% | 1588 |
|
|
2022
Q2 | $125 | Buy |
+4
| New | +$125 | ﹤0.01% | 1602 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$246 | – | 1708 |
|
|
2021
Q4 | $246 | Sell |
7
-228
| -97% | -$8.01K | ﹤0.01% | 1616 |
|
|
2021
Q3 | $8.18K | Buy |
+235
| New | +$8.18K | ﹤0.01% | 973 |
|
|
2020
Q3 | – | Sell |
-197
| Closed | -$4.75K | – | 1249 |
|
|
2020
Q2 | $4.75K | Buy |
+197
| New | +$4.75K | ﹤0.01% | 915 |
|
|
2020
Q1 | – | Sell |
-298
| Closed | -$11K | – | 1250 |
|
|
2019
Q4 | $11K | Hold |
298
| – | – | 0.01% | 796 |
|
|
2019
Q3 | $9.1K | Hold |
298
| – | – | 0.01% | 814 |
|
|
2019
Q2 | $9.7K | Buy |
+298
| New | +$9.7K | 0.01% | 774 |
|
|
2019
Q1 | – | Sell |
-666
| Closed | -$22.9K | – | 1225 |
|
|
2018
Q4 | $22.9K | Hold |
666
| – | – | 0.01% | 483 |
|
|
2018
Q3 | $26.6K | Hold |
666
| – | – | 0.02% | 482 |
|
|
2018
Q2 | $26.8K | Buy |
+666
| New | +$26.8K | 0.02% | 478 |
|
|
2018
Q1 | – | Sell |
-465
| Closed | -$16.6K | – | 1148 |
|
|
2017
Q4 | $16.6K | Hold |
465
| – | – | 0.01% | 618 |
|
|
2017
Q3 | $20.3K | Buy |
+465
| New | +$20.3K | 0.02% | 542 |
|
|
2017
Q1 | – | Sell |
-147
| Closed | -$5.93K | – | 1078 |
|
|
2016
Q4 | $5.93K | Sell |
147
-226
| -61% | -$9.12K | 0.01% | 815 |
|
|
2016
Q3 | $13.6K | Hold |
373
| – | – | 0.01% | 573 |
|
|
2016
Q2 | $13.8K | Hold |
373
| – | – | 0.01% | 547 |
|
|
2016
Q1 | $15.1K | Buy |
+373
| New | +$15.1K | 0.01% | 507 |
|