SWA
Sutton Wealth Advisors’s SiriusPoint SPNT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,986
| Closed | -$17.6K | – | 1462 |
|
|
2022
Q4 | $17.6K | Hold |
2,986
| – | – | 0.01% | 744 |
|
|
2022
Q3 | $14.8K | Buy |
2,986
+2,931
| +5,329% | +$14.5K | 0.01% | 763 |
|
|
2022
Q2 | $298 | Sell |
55
-1,923
| -97% | -$10.4K | ﹤0.01% | 1541 |
|
|
2022
Q1 | $14.8K | Buy |
1,978
+1,944
| +5,718% | +$14.5K | 0.01% | 822 |
|
|
2021
Q4 | $276 | Buy |
+34
| New | +$276 | ﹤0.01% | 1608 |
|
|
2020
Q2 | – | Sell |
-594
| Closed | -$4.4K | – | 1279 |
|
|
2020
Q1 | $4.4K | Sell |
594
-1,146
| -66% | -$8.49K | ﹤0.01% | 854 |
|
|
2019
Q4 | $18.3K | Hold |
1,740
| – | – | 0.01% | 640 |
|
|
2019
Q3 | $17.4K | Hold |
1,740
| – | – | 0.01% | 626 |
|
|
2019
Q2 | $18K | Hold |
1,740
| – | – | 0.01% | 616 |
|
|
2019
Q1 | $18.1K | Buy |
+1,740
| New | +$18.1K | 0.01% | 614 |
|
|
2018
Q2 | – | Sell |
-1,583
| Closed | -$22.1K | – | 1158 |
|
|
2018
Q1 | $22.1K | Buy |
+1,583
| New | +$22.1K | 0.02% | 534 |
|