SWA
Sutton Wealth Advisors’s Interface TILE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-26
| Closed | -$257 | – | 1499 |
|
2022
Q4 | $257 | Hold |
26
| – | – | ﹤0.01% | 1572 |
|
2022
Q3 | $234 | Buy |
26
+4
| +18% | +$36 | ﹤0.01% | 1545 |
|
2022
Q2 | $276 | Buy |
22
+14
| +175% | +$176 | ﹤0.01% | 1547 |
|
2022
Q1 | $109 | Sell |
8
-9
| -53% | -$123 | ﹤0.01% | 1613 |
|
2021
Q4 | $271 | Buy |
+17
| New | +$271 | ﹤0.01% | 1609 |
|
2020
Q2 | – | Sell |
-941
| Closed | -$7.11K | – | 1285 |
|
2020
Q1 | $7.11K | Buy |
+941
| New | +$7.11K | ﹤0.01% | 747 |
|
2019
Q3 | – | Sell |
-992
| Closed | -$15.2K | – | 1219 |
|
2019
Q2 | $15.2K | Hold |
992
| – | – | 0.01% | 659 |
|
2019
Q1 | $15.2K | Hold |
992
| – | – | 0.01% | 667 |
|
2018
Q4 | $14.1K | Hold |
992
| – | – | 0.01% | 646 |
|
2018
Q3 | $23.2K | Hold |
992
| – | – | 0.02% | 537 |
|
2018
Q2 | $22.8K | Hold |
992
| – | – | 0.02% | 546 |
|
2018
Q1 | $25K | Hold |
992
| – | – | 0.02% | 482 |
|
2017
Q4 | $24.9K | Hold |
992
| – | – | 0.02% | 476 |
|
2017
Q3 | $21.7K | Hold |
992
| – | – | 0.02% | 518 |
|
2017
Q2 | $19.5K | Hold |
992
| – | – | 0.02% | 538 |
|
2017
Q1 | $18.9K | Hold |
992
| – | – | 0.02% | 535 |
|
2016
Q4 | $18.4K | Hold |
992
| – | – | 0.02% | 524 |
|
2016
Q3 | $16.6K | Hold |
992
| – | – | 0.02% | 517 |
|
2016
Q2 | $15.1K | Buy |
992
+160
| +19% | +$2.44K | 0.01% | 518 |
|
2016
Q1 | $15.4K | Buy |
+832
| New | +$15.4K | 0.01% | 504 |
|