SWA
Sutton Wealth Advisors’s Strategic Education STRA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-544
| Closed | -$42.6K | – | 1474 |
|
|
2022
Q4 | $42.6K | Hold |
544
| – | – | 0.02% | 435 |
|
|
2022
Q3 | $33.4K | Buy |
544
+60
| +12% | +$3.69K | 0.01% | 489 |
|
|
2022
Q2 | $34.2K | Hold |
484
| – | – | 0.01% | 493 |
|
|
2022
Q1 | $32.1K | Buy |
484
+478
| +7,967% | +$31.7K | 0.01% | 550 |
|
|
2021
Q4 | $347 | Buy |
+6
| New | +$347 | ﹤0.01% | 1584 |
|
|
2020
Q2 | – | Sell |
-351
| Closed | -$49.1K | – | 1281 |
|
|
2020
Q1 | $49.1K | Buy |
351
+38
| +12% | +$5.31K | 0.03% | 273 |
|
|
2019
Q4 | $49.7K | Buy |
313
+21
| +7% | +$3.34K | 0.03% | 306 |
|
|
2019
Q3 | $39.7K | Hold |
292
| – | – | 0.02% | 363 |
|
|
2019
Q2 | $52K | Buy |
292
+107
| +58% | +$19K | 0.03% | 291 |
|
|
2019
Q1 | $24.3K | Hold |
185
| – | – | 0.01% | 517 |
|
|
2018
Q4 | $21K | Sell |
185
-23
| -11% | -$2.61K | 0.01% | 507 |
|
|
2018
Q3 | $28.5K | Buy |
208
+105
| +102% | +$14.4K | 0.02% | 462 |
|
|
2018
Q2 | $11.6K | Hold |
103
| – | – | 0.01% | 797 |
|
|
2018
Q1 | $10.4K | Buy |
+103
| New | +$10.4K | 0.01% | 800 |
|
|
2016
Q3 | – | Sell |
-125
| Closed | -$6.14K | – | 1062 |
|
|
2016
Q2 | $6.14K | Buy |
+125
| New | +$6.14K | 0.01% | 741 |
|