SWA
Sutton Wealth Advisors’s Trex TREX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$550 | – | 1506 |
|
|
2022
Q4 | $550 | Buy |
13
+2
| +18% | +$85 | ﹤0.01% | 1467 |
|
|
2022
Q3 | $483 | Sell |
11
-14
| -56% | -$615 | ﹤0.01% | 1473 |
|
|
2022
Q2 | $1.36K | Buy |
25
+7
| +39% | +$381 | ﹤0.01% | 1228 |
|
|
2022
Q1 | $1.18K | Sell |
18
-4
| -18% | -$261 | ﹤0.01% | 1298 |
|
|
2021
Q4 | $2.97K | Buy |
+22
| New | +$2.97K | ﹤0.01% | 1143 |
|
|
2019
Q2 | – | Sell |
-925
| Closed | -$56.9K | – | 1225 |
|
|
2019
Q1 | $56.9K | Hold |
925
| – | – | 0.03% | 263 |
|
|
2018
Q4 | $54.9K | Buy |
925
+201
| +28% | +$11.9K | 0.04% | 263 |
|
|
2018
Q3 | $55.7K | Hold |
724
| – | – | 0.04% | 267 |
|
|
2018
Q2 | $45.3K | Buy |
724
+362
| +100% | +$22.7K | 0.03% | 312 |
|
|
2018
Q1 | $39.4K | Hold |
362
| – | – | 0.03% | 337 |
|
|
2017
Q4 | $39.2K | Hold |
362
| – | – | 0.03% | 340 |
|
|
2017
Q3 | $32.6K | Hold |
362
| – | – | 0.02% | 380 |
|
|
2017
Q2 | $24.5K | Hold |
362
| – | – | 0.02% | 457 |
|
|
2017
Q1 | $25.1K | Hold |
362
| – | – | 0.02% | 430 |
|
|
2016
Q4 | $23.3K | Sell |
362
-24
| -6% | -$1.55K | 0.02% | 447 |
|
|
2016
Q3 | $22.7K | Buy |
+386
| New | +$22.7K | 0.02% | 434 |
|
|
2016
Q2 | – | Sell |
-281
| Closed | -$13.5K | – | 1067 |
|
|
2016
Q1 | $13.5K | Buy |
+281
| New | +$13.5K | 0.01% | 538 |
|