SWA
Sutton Wealth Advisors’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $45.7K | Buy |
125
+35
| +39% | +$12.8K | 0.02% | 237 |
|
|
2023
Q2 | $36.1K | Sell |
90
-2
| -2% | -$802 | 0.02% | 270 |
|
|
2023
Q1 | $31.7K | Sell |
92
-1,565
| -94% | -$540K | 0.02% | 250 |
|
|
2022
Q4 | $555K | Sell |
1,657
-8
| -0.5% | -$2.68K | 0.21% | 75 |
|
|
2022
Q3 | $508K | Buy |
1,665
+30
| +2% | +$9.16K | 0.21% | 78 |
|
|
2022
Q2 | $551K | Sell |
1,635
-17
| -1% | -$5.73K | 0.22% | 74 |
|
|
2022
Q1 | $678K | Buy |
1,652
+32
| +2% | +$13.1K | 0.23% | 72 |
|
|
2021
Q4 | $765K | Hold |
1,620
| – | – | 0.25% | 67 |
|
|
2021
Q3 | $688K | Buy |
1,620
+2
| +0.1% | +$850 | 0.25% | 69 |
|
|
2021
Q2 | $664K | Sell |
1,618
-1
| -0.1% | -$410 | 0.24% | 74 |
|
|
2021
Q1 | $571K | Buy |
1,619
+5
| +0.3% | +$1.76K | 0.22% | 75 |
|
|
2020
Q4 | $531K | Buy |
1,614
+7
| +0.4% | +$2.3K | 0.23% | 76 |
|
|
2020
Q3 | $579K | Hold |
1,607
| – | – | 0.28% | 64 |
|
|
2020
Q2 | $529K | Sell |
1,607
-198
| -11% | -$65.2K | 0.28% | 63 |
|
|
2020
Q1 | $442K | Buy |
1,805
+3
| +0.2% | +$735 | 0.28% | 62 |
|
|
2019
Q4 | $492K | Hold |
1,802
| – | – | 0.25% | 69 |
|
|
2019
Q3 | $441K | Hold |
1,802
| – | – | 0.25% | 70 |
|
|
2019
Q2 | $410K | Buy |
1,802
+7
| +0.4% | +$1.6K | 0.24% | 76 |
|
|
2019
Q1 | $378K | Buy |
1,795
+9
| +0.5% | +$1.9K | 0.22% | 83 |
|
|
2018
Q4 | $304K | Buy |
1,786
+8
| +0.4% | +$1.36K | 0.2% | 91 |
|
|
2018
Q3 | $347K | Hold |
1,778
| – | – | 0.23% | 78 |
|
|
2018
Q2 | $363K | Sell |
1,778
-22
| -1% | -$4.49K | 0.25% | 63 |
|
|
2018
Q1 | $344K | Sell |
1,800
-201
| -10% | -$38.4K | 0.25% | 66 |
|
|
2017
Q4 | $339K | Hold |
2,001
| – | – | 0.25% | 71 |
|
|
2017
Q3 | $313K | Hold |
2,001
| – | – | 0.24% | 71 |
|
|
2017
Q2 | $292K | Hold |
2,001
| – | – | 0.23% | 74 |
|
|
2017
Q1 | $262K | Sell |
2,001
-33
| -2% | -$4.31K | 0.22% | 73 |
|
|
2016
Q4 | $219K | Hold |
2,034
| – | – | 0.2% | 87 |
|
|
2016
Q3 | $257K | Hold |
2,034
| – | – | 0.23% | 73 |
|
|
2016
Q2 | $218K | Hold |
2,034
| – | – | 0.21% | 85 |
|
|
2016
Q1 | $201K | Buy |
+2,034
| New | +$201K | 0.19% | 91 |
|