Sutton Wealth Advisors’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,104
| Closed | -$31.2K | – | 1458 |
|
|
2022
Q4 | $31.2K | Hold |
1,104
| – | – | 0.01% | 540 |
|
|
2022
Q3 | $27.1K | Hold |
1,104
| – | – | 0.01% | 558 |
|
|
2022
Q2 | $25.5K | Sell |
1,104
-3
| -0.3% | -$65 | 0.01% | 589 |
|
|
2022
Q1 | $24.3K | Buy |
1,107
+3
| +0.3% | +$63 | 0.01% | 646 |
|
|
2021
Q4 | $20K | Buy |
1,104
+21
| +2% | +$413 | 0.01% | 698 |
|
|
2021
Q3 | $21.2K | Hold |
1,083
| – | – | 0.01% | 671 |
|
|
2021
Q2 | $19.5K | Hold |
1,083
| – | – | 0.01% | 712 |
|
|
2021
Q1 | $21K | Hold |
1,083
| – | – | 0.01% | 663 |
|
|
2020
Q4 | $18.6K | Hold |
1,083
| – | – | 0.01% | 641 |
|
|
2020
Q3 | $16.4K | Hold |
1,083
| – | – | 0.01% | 598 |
|
|
2020
Q2 | $17.7K | Hold |
1,083
| – | – | 0.01% | 573 |
|
|
2020
Q1 | $11.6K | Hold |
1,083
| – | – | 0.01% | 617 |
|
|
2019
Q4 | $15.7K | Hold |
1,083
| – | – | 0.01% | 698 |
|
|
2019
Q3 | $13.2K | Hold |
1,083
| – | – | 0.01% | 711 |
|
|
2019
Q2 | $12.7K | Hold |
1,083
| – | – | 0.01% | 715 |
|
|
2019
Q1 | $12.4K | Hold |
1,083
| – | – | 0.01% | 730 |
|
|
2018
Q4 | $11.7K | Hold |
1,083
| – | – | 0.01% | 697 |
|
|
2018
Q3 | $15.5K | Hold |
1,083
| – | – | 0.01% | 677 |
|
|
2018
Q2 | $16.6K | Hold |
1,083
| – | – | 0.01% | 661 |
|
|
2018
Q1 | $13.7K | Hold |
1,083
| – | – | 0.01% | 706 |
|
|
2017
Q4 | $13.7K | Hold |
1,083
| – | – | 0.01% | 692 |
|
|
2017
Q3 | $12.3K | Hold |
1,083
| – | – | 0.01% | 712 |
|
|
2017
Q2 | $12.1K | Hold |
1,083
| – | – | 0.01% | 698 |
|
|
2017
Q1 | $12.2K | Hold |
1,083
| – | – | 0.01% | 662 |
|
|
2016
Q4 | $12.7K | Hold |
1,083
| – | – | 0.01% | 629 |
|
|
2016
Q3 | $12.5K | Hold |
1,083
| – | – | 0.01% | 603 |
|
|
2016
Q2 | $8.76K | Buy |
+1,083
| New | +$8.64K | 0.01% | 659 |
|
Other funds holding SNEX
VBA
NTCM
AC
PAIM
PCMF
