SWA
Sutton Wealth Advisors’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.1K | Hold |
35
| – | – | ﹤0.01% | 787 |
|
|
2023
Q2 | $1.52K | Hold |
35
| – | – | ﹤0.01% | 736 |
|
|
2023
Q1 | $1.14K | Sell |
35
-625
| -95% | -$20.3K | ﹤0.01% | 715 |
|
|
2022
Q4 | $18.9K | Buy |
660
+637
| +2,770% | +$18.2K | 0.01% | 717 |
|
|
2022
Q3 | $733 | Hold |
23
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q2 | $847 | Buy |
23
+12
| +109% | +$442 | ﹤0.01% | 1330 |
|
|
2022
Q1 | $1.09K | Buy |
11
+3
| +38% | +$298 | ﹤0.01% | 1324 |
|
|
2021
Q4 | $1.14K | Buy |
+8
| New | +$1.14K | ﹤0.01% | 1301 |
|