Sutton Wealth Advisors’s LendingTree TREE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-674
| Closed | -$14.4K | – | 1505 |
|
|
2022
Q4 | $14.4K | Buy |
674
+119
| +21% | +$2.54K | 0.01% | 822 |
|
|
2022
Q3 | $13.2K | Buy |
555
+51
| +10% | +$1.22K | 0.01% | 804 |
|
|
2022
Q2 | $22.1K | Buy |
+504
| New | +$22.1K | 0.01% | 645 |
|
|
2022
Q1 | – | Sell |
-181
| Closed | -$22.2K | – | 1720 |
|
|
2021
Q4 | $22.2K | Buy |
+181
| New | +$22.2K | 0.01% | 670 |
|
|
2018
Q4 | – | Sell |
-44
| Closed | -$10.1K | – | 1189 |
|
|
2018
Q3 | $10.1K | Hold |
44
| – | – | 0.01% | 780 |
|
|
2018
Q2 | $9.41K | Sell |
44
-19
| -30% | -$4.06K | 0.01% | 847 |
|
|
2018
Q1 | $20.7K | Sell |
63
-50
| -44% | -$16.4K | 0.01% | 556 |
|
|
2017
Q4 | $38.5K | Hold |
113
| – | – | 0.03% | 346 |
|
|
2017
Q3 | $27.6K | Hold |
113
| – | – | 0.02% | 430 |
|
|
2017
Q2 | $19.5K | Hold |
113
| – | – | 0.02% | 539 |
|
|
2017
Q1 | $14.2K | Hold |
113
| – | – | 0.01% | 628 |
|
|
2016
Q4 | $11.5K | Hold |
113
| – | – | 0.01% | 654 |
|
|
2016
Q3 | $11K | Buy |
+113
| New | +$11K | 0.01% | 638 |
|
|
2016
Q2 | – | Sell |
-67
| Closed | -$6.55K | – | 1066 |
|
|
2016
Q1 | $6.55K | Buy |
+67
| New | +$6.55K | 0.01% | 688 |
|