SWA
Sutton Wealth Advisors’s Team TISI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-737
| Closed | -$4.11K | – | 1254 |
|
|
2020
Q2 | $4.11K | Buy |
+737
| New | +$4.11K | ﹤0.01% | 960 |
|
|
2020
Q1 | – | Sell |
-849
| Closed | -$13.6K | – | 1258 |
|
|
2019
Q4 | $13.6K | Hold |
849
| – | – | 0.01% | 742 |
|
|
2019
Q3 | $15.3K | Hold |
849
| – | – | 0.01% | 671 |
|
|
2019
Q2 | $13K | Hold |
849
| – | – | 0.01% | 709 |
|
|
2019
Q1 | $14.9K | Sell |
849
-32
| -4% | -$560 | 0.01% | 673 |
|
|
2018
Q4 | $12.9K | Hold |
881
| – | – | 0.01% | 671 |
|
|
2018
Q3 | $19.8K | Hold |
881
| – | – | 0.01% | 588 |
|
|
2018
Q2 | $20.4K | Hold |
881
| – | – | 0.01% | 583 |
|
|
2018
Q1 | $12.1K | Hold |
881
| – | – | 0.01% | 758 |
|
|
2017
Q4 | $13.1K | Buy |
881
+331
| +60% | +$4.93K | 0.01% | 705 |
|
|
2017
Q3 | $7.34K | Hold |
550
| – | – | 0.01% | 821 |
|
|
2017
Q2 | $12.9K | Hold |
550
| – | – | 0.01% | 683 |
|
|
2017
Q1 | $14.9K | Hold |
550
| – | – | 0.01% | 607 |
|
|
2016
Q4 | $21.6K | Hold |
550
| – | – | 0.02% | 463 |
|
|
2016
Q3 | $18K | Hold |
550
| – | – | 0.02% | 489 |
|
|
2016
Q2 | $13.7K | Buy |
+550
| New | +$13.7K | 0.01% | 552 |
|