SWA
Sutton Wealth Advisors’s Trustco Bank Corp NY TRST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-271
| Closed | -$10.2K | – | 1511 |
|
|
2022
Q4 | $10.2K | Hold |
271
| – | – | ﹤0.01% | 937 |
|
|
2022
Q3 | $8.52K | Hold |
271
| – | – | ﹤0.01% | 942 |
|
|
2022
Q2 | $8.36K | Sell |
271
-277
| -51% | -$8.54K | ﹤0.01% | 958 |
|
|
2022
Q1 | $17.5K | Buy |
548
+4
| +0.7% | +$128 | 0.01% | 751 |
|
|
2021
Q4 | $18.1K | Buy |
544
+277
| +104% | +$9.23K | 0.01% | 742 |
|
|
2021
Q3 | $8.54K | Hold |
267
| – | – | ﹤0.01% | 961 |
|
|
2021
Q2 | $9.18K | Sell |
267
-1,068
| -80% | -$36.7K | ﹤0.01% | 934 |
|
|
2021
Q1 | $9.84K | Hold |
1,335
| – | – | ﹤0.01% | 882 |
|
|
2020
Q4 | $8.9K | Sell |
1,335
-79
| -6% | -$527 | ﹤0.01% | 848 |
|
|
2020
Q3 | $7.38K | Buy |
1,414
+693
| +96% | +$3.62K | ﹤0.01% | 815 |
|
|
2020
Q2 | $4.56K | Buy |
721
+3
| +0.4% | +$19 | ﹤0.01% | 927 |
|
|
2020
Q1 | $3.88K | Hold |
718
| – | – | ﹤0.01% | 905 |
|
|
2019
Q4 | $6.23K | Sell |
718
-58
| -7% | -$503 | ﹤0.01% | 913 |
|
|
2019
Q3 | $6.32K | Hold |
776
| – | – | ﹤0.01% | 896 |
|
|
2019
Q2 | $6.15K | Hold |
776
| – | – | ﹤0.01% | 887 |
|
|
2019
Q1 | $6.02K | Hold |
776
| – | – | ﹤0.01% | 897 |
|
|
2018
Q4 | $5.32K | Hold |
776
| – | – | ﹤0.01% | 878 |
|
|
2018
Q3 | $6.6K | Sell |
776
-857
| -52% | -$7.29K | ﹤0.01% | 859 |
|
|
2018
Q2 | $14.5K | Sell |
1,633
-1,029
| -39% | -$9.16K | 0.01% | 724 |
|
|
2018
Q1 | $22.5K | Buy |
2,662
+1,987
| +294% | +$16.8K | 0.02% | 528 |
|
|
2017
Q4 | $6.21K | Hold |
675
| – | – | ﹤0.01% | 862 |
|
|
2017
Q3 | $6.01K | Sell |
675
-1,876
| -74% | -$16.7K | ﹤0.01% | 852 |
|
|
2017
Q2 | $19.8K | Hold |
2,551
| – | – | 0.02% | 532 |
|
|
2017
Q1 | $20K | Buy |
2,551
+1,909
| +297% | +$15K | 0.02% | 519 |
|
|
2016
Q4 | $5.62K | Hold |
642
| – | – | 0.01% | 827 |
|
|
2016
Q3 | $4.55K | Hold |
642
| – | – | ﹤0.01% | 834 |
|
|
2016
Q2 | $4.12K | Hold |
642
| – | – | ﹤0.01% | 826 |
|
|
2016
Q1 | $3.89K | Buy |
+642
| New | +$3.89K | ﹤0.01% | 810 |
|