SWA
Sutton Wealth Advisors’s SPX Corp SPXC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,479
| Closed | -$97.1K | – | 1465 |
|
|
2022
Q4 | $97.1K | Hold |
1,479
| – | – | 0.04% | 253 |
|
|
2022
Q3 | $81.7K | Buy |
1,479
+1
| +0.1% | +$55 | 0.03% | 273 |
|
|
2022
Q2 | $78.1K | Sell |
1,478
-355
| -19% | -$18.8K | 0.03% | 276 |
|
|
2022
Q1 | $90.6K | Buy |
1,833
+304
| +20% | +$15K | 0.03% | 268 |
|
|
2021
Q4 | $91.3K | Buy |
1,529
+59
| +4% | +$3.52K | 0.03% | 280 |
|
|
2021
Q3 | $78.6K | Hold |
1,470
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $89.8K | Hold |
1,470
| – | – | 0.03% | 266 |
|
|
2021
Q1 | $85.7K | Hold |
1,470
| – | – | 0.03% | 263 |
|
|
2020
Q4 | $80.2K | Hold |
1,470
| – | – | 0.03% | 253 |
|
|
2020
Q3 | $68.2K | Hold |
1,470
| – | – | 0.03% | 250 |
|
|
2020
Q2 | $60.5K | Hold |
1,470
| – | – | 0.03% | 262 |
|
|
2020
Q1 | $48K | Hold |
1,470
| – | – | 0.03% | 277 |
|
|
2019
Q4 | $74.8K | Hold |
1,470
| – | – | 0.04% | 246 |
|
|
2019
Q3 | $58.8K | Hold |
1,470
| – | – | 0.03% | 269 |
|
|
2019
Q2 | $48.5K | Hold |
1,470
| – | – | 0.03% | 313 |
|
|
2019
Q1 | $51.1K | Hold |
1,470
| – | – | 0.03% | 289 |
|
|
2018
Q4 | $41.2K | Hold |
1,470
| – | – | 0.03% | 309 |
|
|
2018
Q3 | $49K | Hold |
1,470
| – | – | 0.03% | 298 |
|
|
2018
Q2 | $51.5K | Hold |
1,470
| – | – | 0.04% | 278 |
|
|
2018
Q1 | $47.7K | Hold |
1,470
| – | – | 0.03% | 283 |
|
|
2017
Q4 | $46.1K | Hold |
1,470
| – | – | 0.03% | 292 |
|
|
2017
Q3 | $43.1K | Hold |
1,470
| – | – | 0.03% | 303 |
|
|
2017
Q2 | $37K | Hold |
1,470
| – | – | 0.03% | 327 |
|
|
2017
Q1 | $35.6K | Hold |
1,470
| – | – | 0.03% | 333 |
|
|
2016
Q4 | $34.9K | Hold |
1,470
| – | – | 0.03% | 334 |
|
|
2016
Q3 | $29.6K | Hold |
1,470
| – | – | 0.03% | 358 |
|
|
2016
Q2 | $21.8K | Hold |
1,470
| – | – | 0.02% | 426 |
|
|
2016
Q1 | $22.1K | Buy |
+1,470
| New | +$22.1K | 0.02% | 414 |
|