SWA
Sutton Wealth Advisors’s TransDigm Group TDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $11K | Buy |
13
+3
| +30% | +$2.53K | 0.01% | 453 |
|
2023
Q2 | $8.94K | Hold |
10
| – | – | ﹤0.01% | 478 |
|
2023
Q1 | $7.37K | Sell |
10
-446
| -98% | -$329K | ﹤0.01% | 475 |
|
2022
Q4 | $287K | Sell |
456
-3
| -0.7% | -$1.89K | 0.11% | 139 |
|
2022
Q3 | $241K | Buy |
459
+2
| +0.4% | +$1.05K | 0.1% | 149 |
|
2022
Q2 | $245K | Sell |
457
-5
| -1% | -$2.68K | 0.1% | 144 |
|
2022
Q1 | $301K | Buy |
462
+2
| +0.4% | +$1.3K | 0.1% | 136 |
|
2021
Q4 | $293K | Buy |
460
+2
| +0.4% | +$1.27K | 0.1% | 139 |
|
2021
Q3 | $286K | Buy |
458
+1
| +0.2% | +$625 | 0.11% | 133 |
|
2021
Q2 | $296K | Hold |
457
| – | – | 0.11% | 131 |
|
2021
Q1 | $269K | Buy |
457
+2
| +0.4% | +$1.18K | 0.11% | 137 |
|
2020
Q4 | $282K | Hold |
455
| – | – | 0.12% | 126 |
|
2020
Q3 | $216K | Buy |
455
+3
| +0.7% | +$1.43K | 0.1% | 136 |
|
2020
Q2 | $200K | Sell |
452
-3
| -0.7% | -$1.33K | 0.1% | 139 |
|
2020
Q1 | $146K | Buy |
455
+3
| +0.7% | +$961 | 0.09% | 154 |
|
2019
Q4 | $253K | Hold |
452
| – | – | 0.13% | 126 |
|
2019
Q3 | $235K | Hold |
452
| – | – | 0.13% | 127 |
|
2019
Q2 | $219K | Hold |
452
| – | – | 0.13% | 130 |
|
2019
Q1 | $205K | Hold |
452
| – | – | 0.12% | 137 |
|
2018
Q4 | $154K | Hold |
452
| – | – | 0.1% | 152 |
|
2018
Q3 | $168K | Hold |
452
| – | – | 0.11% | 145 |
|
2018
Q2 | $156K | Hold |
452
| – | – | 0.11% | 150 |
|
2018
Q1 | $139K | Hold |
452
| – | – | 0.1% | 164 |
|
2017
Q4 | $124K | Hold |
452
| – | – | 0.09% | 177 |
|
2017
Q3 | $116K | Hold |
452
| – | – | 0.09% | 181 |
|
2017
Q2 | $122K | Buy |
452
+7
| +2% | +$1.88K | 0.1% | 176 |
|
2017
Q1 | $98K | Hold |
445
| – | – | 0.08% | 187 |
|
2016
Q4 | $111K | Hold |
445
| – | – | 0.1% | 174 |
|
2016
Q3 | $129K | Hold |
445
| – | – | 0.12% | 151 |
|
2016
Q2 | $117K | Hold |
445
| – | – | 0.11% | 160 |
|
2016
Q1 | $98.1K | Buy |
+445
| New | +$98.1K | 0.09% | 176 |
|