SWA
Sutton Wealth Advisors’s Gentherm THRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-845
| Closed | -$55.2K | – | 1496 |
|
|
2022
Q4 | $55.2K | Hold |
845
| – | – | 0.02% | 364 |
|
|
2022
Q3 | $42K | Buy |
845
+5
| +0.6% | +$249 | 0.02% | 419 |
|
|
2022
Q2 | $52.4K | Buy |
840
+6
| +0.7% | +$374 | 0.02% | 369 |
|
|
2022
Q1 | $60.9K | Sell |
834
-8
| -1% | -$584 | 0.02% | 353 |
|
|
2021
Q4 | $73.2K | Buy |
842
+8
| +1% | +$695 | 0.02% | 315 |
|
|
2021
Q3 | $67.5K | Hold |
834
| – | – | 0.02% | 321 |
|
|
2021
Q2 | $59.3K | Hold |
834
| – | – | 0.02% | 362 |
|
|
2021
Q1 | $61.8K | Hold |
834
| – | – | 0.02% | 340 |
|
|
2020
Q4 | $54.4K | Hold |
834
| – | – | 0.02% | 335 |
|
|
2020
Q3 | $34.1K | Hold |
834
| – | – | 0.02% | 398 |
|
|
2020
Q2 | $32.4K | Hold |
834
| – | – | 0.02% | 409 |
|
|
2020
Q1 | $26.2K | Hold |
834
| – | – | 0.02% | 401 |
|
|
2019
Q4 | $37K | Hold |
834
| – | – | 0.02% | 395 |
|
|
2019
Q3 | $34.3K | Hold |
834
| – | – | 0.02% | 408 |
|
|
2019
Q2 | $34.9K | Hold |
834
| – | – | 0.02% | 407 |
|
|
2019
Q1 | $30.7K | Hold |
834
| – | – | 0.02% | 434 |
|
|
2018
Q4 | $33.3K | Hold |
834
| – | – | 0.02% | 365 |
|
|
2018
Q3 | $37.9K | Hold |
834
| – | – | 0.02% | 356 |
|
|
2018
Q2 | $32.8K | Hold |
834
| – | – | 0.02% | 402 |
|
|
2018
Q1 | $28.3K | Hold |
834
| – | – | 0.02% | 437 |
|
|
2017
Q4 | $26.5K | Hold |
834
| – | – | 0.02% | 453 |
|
|
2017
Q3 | $31K | Hold |
834
| – | – | 0.02% | 394 |
|
|
2017
Q2 | $32.4K | Hold |
834
| – | – | 0.03% | 364 |
|
|
2017
Q1 | $32.7K | Hold |
834
| – | – | 0.03% | 357 |
|
|
2016
Q4 | $28.2K | Buy |
+834
| New | +$28.2K | 0.03% | 386 |
|
|
2016
Q3 | – | Sell |
-627
| Closed | -$21.5K | – | 1065 |
|
|
2016
Q2 | $21.5K | Buy |
627
+194
| +45% | +$6.65K | 0.02% | 431 |
|
|
2016
Q1 | $18K | Buy |
+433
| New | +$18K | 0.02% | 467 |
|