SWA
Sutton Wealth Advisors’s Steris STE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.92K | Buy |
27
+6
| +29% | +$1.32K | ﹤0.01% | 559 |
|
|
2023
Q2 | $4.73K | Hold |
21
| – | – | ﹤0.01% | 580 |
|
|
2023
Q1 | $4.02K | Hold |
21
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $3.88K | Buy |
21
+12
| +133% | +$2.22K | ﹤0.01% | 1131 |
|
|
2022
Q3 | $1.5K | Sell |
9
-4
| -31% | -$665 | ﹤0.01% | 1219 |
|
|
2022
Q2 | $2.68K | Sell |
13
-5
| -28% | -$1.03K | ﹤0.01% | 1143 |
|
|
2022
Q1 | $4.35K | Buy |
18
+8
| +80% | +$1.93K | ﹤0.01% | 1101 |
|
|
2021
Q4 | $2.43K | Hold |
10
| – | – | ﹤0.01% | 1174 |
|
|
2021
Q3 | $2.04K | Buy |
10
+1
| +11% | +$204 | ﹤0.01% | 1171 |
|
|
2021
Q2 | $1.86K | Hold |
9
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q1 | $1.71K | Hold |
9
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q4 | $1.71K | Buy |
9
+6
| +200% | +$1.14K | ﹤0.01% | 1130 |
|
|
2020
Q3 | $529 | Hold |
3
| – | – | ﹤0.01% | 1177 |
|
|
2020
Q2 | $460 | Hold |
3
| – | – | ﹤0.01% | 1170 |
|
|
2020
Q1 | $420 | Buy |
+3
| New | +$420 | ﹤0.01% | 1153 |
|