SWA
Sutton Wealth Advisors’s E.W. Scripps SSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,232
| Closed | -$16.3K | – | 1469 |
|
|
2022
Q4 | $16.3K | Hold |
1,232
| – | – | 0.01% | 780 |
|
|
2022
Q3 | $13.9K | Buy |
1,232
+35
| +3% | +$394 | 0.01% | 788 |
|
|
2022
Q2 | $14.9K | Sell |
1,197
-17
| -1% | -$212 | 0.01% | 769 |
|
|
2022
Q1 | $25.2K | Hold |
1,214
| – | – | 0.01% | 632 |
|
|
2021
Q4 | $23.5K | Buy |
1,214
+17
| +1% | +$329 | 0.01% | 658 |
|
|
2021
Q3 | $21.6K | Hold |
1,197
| – | – | 0.01% | 664 |
|
|
2021
Q2 | $24.4K | Hold |
1,197
| – | – | 0.01% | 644 |
|
|
2021
Q1 | $23.1K | Hold |
1,197
| – | – | 0.01% | 630 |
|
|
2020
Q4 | $18.3K | Hold |
1,197
| – | – | 0.01% | 646 |
|
|
2020
Q3 | $13.7K | Hold |
1,197
| – | – | 0.01% | 651 |
|
|
2020
Q2 | $10.5K | Buy |
+1,197
| New | +$10.5K | 0.01% | 695 |
|
|
2020
Q1 | – | Sell |
-1,029
| Closed | -$16.2K | – | 1255 |
|
|
2019
Q4 | $16.2K | Buy |
+1,029
| New | +$16.2K | 0.01% | 678 |
|
|
2019
Q3 | – | Sell |
-896
| Closed | -$13.7K | – | 1217 |
|
|
2019
Q2 | $13.7K | Hold |
896
| – | – | 0.01% | 686 |
|
|
2019
Q1 | $18.8K | Hold |
896
| – | – | 0.01% | 592 |
|
|
2018
Q4 | $14.1K | Buy |
+896
| New | +$14.1K | 0.01% | 648 |
|
|
2018
Q1 | – | Sell |
-898
| Closed | -$14K | – | 1151 |
|
|
2017
Q4 | $14K | Buy |
+898
| New | +$14K | 0.01% | 681 |
|
|
2017
Q3 | – | Sell |
-475
| Closed | -$8.46K | – | 1108 |
|
|
2017
Q2 | $8.46K | Hold |
475
| – | – | 0.01% | 778 |
|
|
2017
Q1 | $11.1K | Hold |
475
| – | – | 0.01% | 685 |
|
|
2016
Q4 | $9.18K | Sell |
475
-215
| -31% | -$4.16K | 0.01% | 714 |
|
|
2016
Q3 | $11K | Hold |
690
| – | – | 0.01% | 637 |
|
|
2016
Q2 | $10.9K | Hold |
690
| – | – | 0.01% | 606 |
|
|
2016
Q1 | $10.8K | Buy |
+690
| New | +$10.8K | 0.01% | 593 |
|