SWA
Sutton Wealth Advisors’s TD Synnex SNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3
| Closed | -$282 | – | 887 |
|
|
2023
Q2 | $282 | Hold |
3
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $290 | Sell |
3
-2
| -40% | -$193 | ﹤0.01% | 776 |
|
|
2022
Q4 | $474 | Buy |
5
+2
| +67% | +$190 | ﹤0.01% | 1500 |
|
|
2022
Q3 | $244 | Sell |
3
-4
| -57% | -$325 | ﹤0.01% | 1542 |
|
|
2022
Q2 | $638 | Sell |
7
-3
| -30% | -$273 | ﹤0.01% | 1401 |
|
|
2022
Q1 | $1.03K | Buy |
10
+2
| +25% | +$206 | ﹤0.01% | 1334 |
|
|
2021
Q4 | $915 | Buy |
8
+5
| +167% | +$572 | ﹤0.01% | 1348 |
|
|
2021
Q3 | $312 | Hold |
3
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q2 | $365 | Hold |
3
| – | – | ﹤0.01% | 1266 |
|
|
2021
Q1 | $345 | Hold |
3
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q4 | $244 | Hold |
3
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q3 | $420 | Hold |
3
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q2 | $359 | Hold |
3
| – | – | ﹤0.01% | 1180 |
|
|
2020
Q1 | $219 | Hold |
3
| – | – | ﹤0.01% | 1178 |
|
|
2019
Q4 | $386 | Hold |
3
| – | – | ﹤0.01% | 1155 |
|
|
2019
Q3 | $339 | Hold |
3
| – | – | ﹤0.01% | 1164 |
|
|
2019
Q2 | $295 | Hold |
3
| – | – | ﹤0.01% | 1149 |
|
|
2019
Q1 | $286 | Hold |
3
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q4 | $243 | Buy |
+3
| New | +$243 | ﹤0.01% | 1114 |
|