Sutton Wealth Advisors’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $45.7K | Buy |
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|
2023
Q2 | $36.1K | Sell |
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|
2023
Q1 | $31.7K | Sell |
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|
2022
Q4 | $555K | Sell |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $765K | Hold |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $664K | Sell |
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|
2021
Q1 | $571K | Buy |
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|
2020
Q4 | $531K | Buy |
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|
2020
Q3 | $579K | Hold |
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|
2020
Q2 | $529K | Sell |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $492K | Hold |
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|
2019
Q3 | $441K | Hold |
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|
2019
Q2 | $410K | Buy |
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|
2019
Q1 | $378K | Buy |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $347K | Hold |
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|
2018
Q2 | $363K | Sell |
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|
2018
Q1 | $344K | Sell |
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|
2017
Q4 | $339K | Hold |
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|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $292K | Hold |
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|
2017
Q1 | $262K | Sell |
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|
2016
Q4 | $219K | Hold |
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|
2016
Q3 | $257K | Hold |
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|
2016
Q2 | $218K | Hold |
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|
2016
Q1 | $201K | Buy |
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