SWA
Sutton Wealth Advisors’s Select Medical SEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,785
| Closed | -$44.3K | – | 1434 |
|
|
2022
Q4 | $44.3K | Sell |
1,785
-181
| -9% | -$4.5K | 0.02% | 423 |
|
|
2022
Q3 | $43.4K | Buy |
1,966
+181
| +10% | +$4K | 0.02% | 408 |
|
|
2022
Q2 | $42.2K | Buy |
1,785
+5
| +0.3% | +$115 | 0.02% | 423 |
|
|
2022
Q1 | $42.7K | Buy |
1,780
+70
| +4% | +$1.68K | 0.01% | 451 |
|
|
2021
Q4 | $50.3K | Buy |
1,710
+27
| +2% | +$792 | 0.02% | 412 |
|
|
2021
Q3 | $60.9K | Hold |
1,683
| – | – | 0.02% | 352 |
|
|
2021
Q2 | $71.1K | Hold |
1,683
| – | – | 0.03% | 312 |
|
|
2021
Q1 | $57.4K | Hold |
1,683
| – | – | 0.02% | 359 |
|
|
2020
Q4 | $46.6K | Hold |
1,683
| – | – | 0.02% | 373 |
|
|
2020
Q3 | $35K | Hold |
1,683
| – | – | 0.02% | 387 |
|
|
2020
Q2 | $24.8K | Sell |
1,683
-545
| -24% | -$8.02K | 0.01% | 472 |
|
|
2020
Q1 | $33.4K | Buy |
2,228
+545
| +32% | +$8.17K | 0.02% | 348 |
|
|
2019
Q4 | $39.3K | Hold |
1,683
| – | – | 0.02% | 378 |
|
|
2019
Q3 | $27.9K | Hold |
1,683
| – | – | 0.02% | 472 |
|
|
2019
Q2 | $26.7K | Buy |
1,683
+524
| +45% | +$8.32K | 0.02% | 486 |
|
|
2019
Q1 | $16.3K | Sell |
1,159
-759
| -40% | -$10.7K | 0.01% | 647 |
|
|
2018
Q4 | $29.4K | Buy |
1,918
+507
| +36% | +$7.78K | 0.02% | 403 |
|
|
2018
Q3 | $26K | Hold |
1,411
| – | – | 0.02% | 496 |
|
|
2018
Q2 | $25.6K | Hold |
1,411
| – | – | 0.02% | 511 |
|
|
2018
Q1 | $24.3K | Hold |
1,411
| – | – | 0.02% | 494 |
|
|
2017
Q4 | $24.9K | Hold |
1,411
| – | – | 0.02% | 478 |
|
|
2017
Q3 | $27.1K | Buy |
1,411
+252
| +22% | +$4.84K | 0.02% | 441 |
|
|
2017
Q2 | $17.8K | Buy |
1,159
+53
| +5% | +$811 | 0.01% | 578 |
|
|
2017
Q1 | $14.8K | Hold |
1,106
| – | – | 0.01% | 610 |
|
|
2016
Q4 | $14.7K | Hold |
1,106
| – | – | 0.01% | 588 |
|
|
2016
Q3 | $14.9K | Buy |
1,106
+723
| +189% | +$9.76K | 0.01% | 546 |
|
|
2016
Q2 | $4.16K | Sell |
383
-621
| -62% | -$6.75K | ﹤0.01% | 822 |
|
|
2016
Q1 | $11.9K | Buy |
+1,004
| New | +$11.9K | 0.01% | 563 |
|