SWA
Sutton Wealth Advisors’s Standex International SXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$410 | – | 1479 |
|
|
2022
Q4 | $410 | Hold |
4
| – | – | ﹤0.01% | 1524 |
|
|
2022
Q3 | $327 | Buy |
+4
| New | +$327 | ﹤0.01% | 1521 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | -$200 | – | 1717 |
|
|
2022
Q1 | $200 | Hold |
2
| – | – | ﹤0.01% | 1573 |
|
|
2021
Q4 | $221 | Buy |
+2
| New | +$221 | ﹤0.01% | 1629 |
|
|
2020
Q2 | – | Sell |
-87
| Closed | -$4.27K | – | 1282 |
|
|
2020
Q1 | $4.27K | Sell |
87
-60
| -41% | -$2.94K | ﹤0.01% | 870 |
|
|
2019
Q4 | $11.7K | Hold |
147
| – | – | 0.01% | 774 |
|
|
2019
Q3 | $10.7K | Buy |
+147
| New | +$10.7K | 0.01% | 770 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 1223 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1230 |
|
|
2018
Q4 | – | Sell |
-212
| Closed | -$22.1K | – | 1187 |
|
|
2018
Q3 | $22.1K | Hold |
212
| – | – | 0.01% | 554 |
|
|
2018
Q2 | $21.7K | Buy |
212
+119
| +128% | +$12.2K | 0.02% | 563 |
|
|
2018
Q1 | $8.87K | Hold |
93
| – | – | 0.01% | 842 |
|
|
2017
Q4 | $9.47K | Sell |
93
-52
| -36% | -$5.3K | 0.01% | 798 |
|
|
2017
Q3 | $15.4K | Buy |
+145
| New | +$15.4K | 0.01% | 628 |
|