SWA
Sutton Wealth Advisors’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-728
| Closed | -$93.5K | – | 1463 |
|
|
2022
Q4 | $93.5K | Hold |
728
| – | – | 0.04% | 259 |
|
|
2022
Q3 | $90.4K | Hold |
728
| – | – | 0.04% | 261 |
|
|
2022
Q2 | $82.3K | Buy |
728
+2
| +0.3% | +$226 | 0.03% | 271 |
|
|
2022
Q1 | $95.3K | Sell |
726
-3
| -0.4% | -$394 | 0.03% | 258 |
|
|
2021
Q4 | $104K | Buy |
729
+9
| +1% | +$1.28K | 0.03% | 253 |
|
|
2021
Q3 | $116K | Hold |
720
| – | – | 0.04% | 235 |
|
|
2021
Q2 | $71.9K | Hold |
720
| – | – | 0.03% | 307 |
|
|
2021
Q1 | $71.5K | Hold |
720
| – | – | 0.03% | 301 |
|
|
2020
Q4 | $78.2K | Hold |
720
| – | – | 0.03% | 258 |
|
|
2020
Q3 | $56.1K | Hold |
720
| – | – | 0.03% | 287 |
|
|
2020
Q2 | $54.1K | Hold |
720
| – | – | 0.03% | 285 |
|
|
2020
Q1 | $33.5K | Hold |
720
| – | – | 0.02% | 347 |
|
|
2019
Q4 | $39.9K | Hold |
720
| – | – | 0.02% | 374 |
|
|
2019
Q3 | $33.9K | Buy |
720
+360
| +100% | +$16.9K | 0.02% | 412 |
|
|
2019
Q2 | $36.8K | Hold |
360
| – | – | 0.02% | 382 |
|
|
2019
Q1 | $38.2K | Hold |
360
| – | – | 0.02% | 375 |
|
|
2018
Q4 | $29.7K | Hold |
360
| – | – | 0.02% | 400 |
|
|
2018
Q3 | $35.7K | Hold |
360
| – | – | 0.02% | 378 |
|
|
2018
Q2 | $26.5K | Hold |
360
| – | – | 0.02% | 488 |
|
|
2018
Q1 | $23.1K | Buy |
+360
| New | +$23.1K | 0.02% | 516 |
|
|
2017
Q4 | – | Sell |
-229
| Closed | -$13K | – | 1111 |
|
|
2017
Q3 | $13K | Hold |
229
| – | – | 0.01% | 696 |
|
|
2017
Q2 | $14.6K | Buy |
+229
| New | +$14.6K | 0.01% | 648 |
|