Sutton Wealth Advisors’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $9.04K | Buy |
135
+7
| +5% | +$469 | ﹤0.01% | 487 |
|
|
2023
Q2 | $9.37K | Sell |
128
-14
| -10% | -$1.03K | ﹤0.01% | 472 |
|
|
2023
Q1 | $10.7K | Sell |
142
-8
| -5% | -$606 | 0.01% | 409 |
|
|
2022
Q4 | $11.6K | Sell |
150
-11
| -7% | -$853 | ﹤0.01% | 890 |
|
|
2022
Q3 | $9.79K | Buy |
161
+23
| +17% | +$1.4K | ﹤0.01% | 896 |
|
|
2022
Q2 | $8.51K | Sell |
138
-10
| -7% | -$617 | ﹤0.01% | 954 |
|
|
2022
Q1 | $12.9K | Buy |
148
+11
| +8% | +$958 | ﹤0.01% | 866 |
|
|
2021
Q4 | $12.7K | Hold |
137
| – | – | ﹤0.01% | 853 |
|
|
2021
Q3 | $11.6K | Buy |
137
+3
| +2% | +$254 | ﹤0.01% | 857 |
|
|
2021
Q2 | $11K | Hold |
134
| – | – | ﹤0.01% | 887 |
|
|
2021
Q1 | $11.3K | Buy |
134
+4
| +3% | +$336 | ﹤0.01% | 840 |
|
|
2020
Q4 | $9.46K | Buy |
130
+8
| +7% | +$582 | ﹤0.01% | 829 |
|
|
2020
Q3 | $7.24K | Hold |
122
| – | – | ﹤0.01% | 821 |
|
|
2020
Q2 | $7.75K | Buy |
122
+5
| +4% | +$318 | ﹤0.01% | 768 |
|
|
2020
Q1 | $6.23K | Sell |
117
-549
| -82% | -$29.2K | ﹤0.01% | 771 |
|
|
2019
Q4 | $52.7K | Hold |
666
| – | – | 0.03% | 297 |
|
|
2019
Q3 | $39.4K | Buy |
666
+555
| +500% | +$32.9K | 0.02% | 367 |
|
|
2019
Q2 | $6.22K | Sell |
111
-15
| -12% | -$841 | ﹤0.01% | 882 |
|
|
2019
Q1 | $8.29K | Hold |
126
| – | – | ﹤0.01% | 829 |
|
|
2018
Q4 | $7.95K | Buy |
126
+15
| +14% | +$946 | 0.01% | 795 |
|
|
2018
Q3 | $9.3K | Hold |
111
| – | – | 0.01% | 801 |
|
|
2018
Q2 | $10.3K | Hold |
111
| – | – | 0.01% | 823 |
|
|
2018
Q1 | $11.1K | Hold |
111
| – | – | 0.01% | 784 |
|
|
2017
Q4 | $10.8K | Hold |
111
| – | – | 0.01% | 757 |
|
|
2017
Q3 | $10.6K | Hold |
111
| – | – | 0.01% | 752 |
|
|
2017
Q2 | $9.96K | Hold |
111
| – | – | 0.01% | 752 |
|
|
2017
Q1 | $8.84K | Hold |
111
| – | – | 0.01% | 742 |
|
|
2016
Q4 | $8.63K | Hold |
111
| – | – | 0.01% | 729 |
|
|
2016
Q3 | $7.73K | Hold |
111
| – | – | 0.01% | 724 |
|
|
2016
Q2 | $5.99K | Hold |
111
| – | – | 0.01% | 745 |
|
|
2016
Q1 | $6.5K | Buy |
+111
| New | +$6.5K | 0.01% | 689 |
|