SWA
Sutton Wealth Advisors’s Spire SR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$551 | – | 1466 |
|
|
2022
Q4 | $551 | Hold |
8
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q3 | $499 | Hold |
8
| – | – | ﹤0.01% | 1468 |
|
|
2022
Q2 | $595 | Hold |
8
| – | – | ﹤0.01% | 1419 |
|
|
2022
Q1 | $574 | Hold |
8
| – | – | ﹤0.01% | 1460 |
|
|
2021
Q4 | $522 | Buy |
+8
| New | +$522 | ﹤0.01% | 1514 |
|
|
2019
Q1 | – | Sell |
-816
| Closed | -$60.4K | – | 1228 |
|
|
2018
Q4 | $60.4K | Hold |
816
| – | – | 0.04% | 247 |
|
|
2018
Q3 | $60K | Hold |
816
| – | – | 0.04% | 255 |
|
|
2018
Q2 | $57.7K | Hold |
816
| – | – | 0.04% | 256 |
|
|
2018
Q1 | $59K | Hold |
816
| – | – | 0.04% | 247 |
|
|
2017
Q4 | $61.3K | Hold |
816
| – | – | 0.04% | 241 |
|
|
2017
Q3 | $60.9K | Hold |
816
| – | – | 0.05% | 237 |
|
|
2017
Q2 | $56.9K | Hold |
816
| – | – | 0.05% | 247 |
|
|
2017
Q1 | $55.1K | Hold |
816
| – | – | 0.05% | 250 |
|
|
2016
Q4 | $52.7K | Hold |
816
| – | – | 0.05% | 258 |
|
|
2016
Q3 | $52K | Hold |
816
| – | – | 0.05% | 250 |
|
|
2016
Q2 | $57.8K | Hold |
816
| – | – | 0.05% | 230 |
|
|
2016
Q1 | $55.3K | Buy |
+816
| New | +$55.3K | 0.05% | 235 |
|