SWA
Sutton Wealth Advisors’s Simpson Manufacturing SSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$887 | – | 1468 |
|
|
2022
Q4 | $887 | Sell |
10
-1
| -9% | -$89 | ﹤0.01% | 1359 |
|
|
2022
Q3 | $862 | Buy |
11
+2
| +22% | +$157 | ﹤0.01% | 1334 |
|
|
2022
Q2 | $905 | Buy |
+9
| New | +$905 | ﹤0.01% | 1309 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$695 | – | 1714 |
|
|
2021
Q4 | $695 | Buy |
+5
| New | +$695 | ﹤0.01% | 1428 |
|
|
2020
Q4 | – | Sell |
-757
| Closed | -$73.6K | – | 1250 |
|
|
2020
Q3 | $73.6K | Hold |
757
| – | – | 0.04% | 241 |
|
|
2020
Q2 | $63.9K | Hold |
757
| – | – | 0.03% | 252 |
|
|
2020
Q1 | $46.9K | Hold |
757
| – | – | 0.03% | 281 |
|
|
2019
Q4 | $60.7K | Hold |
757
| – | – | 0.03% | 272 |
|
|
2019
Q3 | $52.5K | Hold |
757
| – | – | 0.03% | 289 |
|
|
2019
Q2 | $50.3K | Hold |
757
| – | – | 0.03% | 299 |
|
|
2019
Q1 | $44.9K | Buy |
757
+228
| +43% | +$13.5K | 0.03% | 323 |
|
|
2018
Q4 | $28.6K | Hold |
529
| – | – | 0.02% | 412 |
|
|
2018
Q3 | $38.3K | Hold |
529
| – | – | 0.03% | 351 |
|
|
2018
Q2 | $32.9K | Hold |
529
| – | – | 0.02% | 400 |
|
|
2018
Q1 | $30.5K | Hold |
529
| – | – | 0.02% | 409 |
|
|
2017
Q4 | $30.4K | Hold |
529
| – | – | 0.02% | 409 |
|
|
2017
Q3 | $25.9K | Hold |
529
| – | – | 0.02% | 455 |
|
|
2017
Q2 | $23.1K | Buy |
529
+52
| +11% | +$2.27K | 0.02% | 470 |
|
|
2017
Q1 | $20.6K | Hold |
477
| – | – | 0.02% | 508 |
|
|
2016
Q4 | $20.9K | Hold |
477
| – | – | 0.02% | 480 |
|
|
2016
Q3 | $21K | Hold |
477
| – | – | 0.02% | 451 |
|
|
2016
Q2 | $19.1K | Hold |
477
| – | – | 0.02% | 455 |
|
|
2016
Q1 | $18.2K | Buy |
+477
| New | +$18.2K | 0.02% | 462 |
|