SWA
Sutton Wealth Advisors’s SelectQuote SLQT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,576
| Closed | -$13.8K | – | 1730 |
|
|
2022
Q2 | $13.8K | Buy |
5,576
+57
| +1% | +$141 | 0.01% | 796 |
|
|
2022
Q1 | $15.4K | Buy |
+5,519
| New | +$15.4K | 0.01% | 803 |
|
|
2021
Q4 | – | Sell |
-1,764
| Closed | -$22.8K | – | 1692 |
|
|
2021
Q3 | $22.8K | Buy |
1,764
+1,186
| +205% | +$15.3K | 0.01% | 657 |
|
|
2021
Q2 | $11.1K | Buy |
+578
| New | +$11.1K | ﹤0.01% | 884 |
|