Sutton Wealth Advisors’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-935
| Closed | -$14.8K | – | 1440 |
|
|
2022
Q4 | $14.8K | Buy |
+935
| New | +$14.8K | 0.01% | 812 |
|
|
2022
Q3 | – | Sell |
-2,001
| Closed | -$44.4K | – | 1726 |
|
|
2022
Q2 | $44.4K | Hold |
2,001
| – | – | 0.02% | 412 |
|
|
2022
Q1 | $47.2K | Buy |
2,001
+1,989
| +16,575% | +$46.9K | 0.02% | 422 |
|
|
2021
Q4 | $306 | Buy |
+12
| New | +$306 | ﹤0.01% | 1598 |
|
|
2021
Q3 | – | Sell |
-865
| Closed | -$42K | – | 1344 |
|
|
2021
Q2 | $42K | Hold |
865
| – | – | 0.02% | 455 |
|
|
2021
Q1 | $42.2K | Hold |
865
| – | – | 0.02% | 437 |
|
|
2020
Q4 | $37.4K | Hold |
865
| – | – | 0.02% | 435 |
|
|
2020
Q3 | $38.4K | Hold |
865
| – | – | 0.02% | 358 |
|
|
2020
Q2 | $42.6K | Hold |
865
| – | – | 0.02% | 338 |
|
|
2020
Q1 | $42.6K | Buy |
865
+92
| +12% | +$4.53K | 0.03% | 299 |
|
|
2019
Q4 | $32.2K | Buy |
+773
| New | +$32.2K | 0.02% | 433 |
|