SWA

Sutton Wealth Advisors’s Urban Edge Properties UE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,984	Closed	-$42K	–	1524
2022 Q4	$42K	Buy	2,984 +2,893	+3,179%	+$40.8K	0.02%	439
2022 Q3	$1.21K	Hold	91	–	–	﹤0.01%	1248
2022 Q2	$1.38K	Sell	91 -585	-87%	-$8.9K	﹤0.01%	1226
2022 Q1	$12.9K	Buy	676 +585	+643%	+$11.2K	﹤0.01%	865
2021 Q4	$1.73K	Hold	91	–	–	﹤0.01%	1223
2021 Q3	$1.67K	Hold	91	–	–	﹤0.01%	1191
2021 Q2	$1.74K	Hold	91	–	–	﹤0.01%	1179
2021 Q1	$1.5K	Hold	91	–	–	﹤0.01%	1171
2020 Q4	$1.18K	Hold	91	–	–	﹤0.01%	1168
2020 Q3	$885	Hold	91	–	–	﹤0.01%	1150
2020 Q2	$1.08K	Hold	91	–	–	﹤0.01%	1117
2020 Q1	$802	Hold	91	–	–	﹤0.01%	1113
2019 Q4	$1.75K	Hold	91	–	–	﹤0.01%	1075
2019 Q3	$1.8K	Hold	91	–	–	﹤0.01%	1067
2019 Q2	$1.58K	Hold	91	–	–	﹤0.01%	1074
2019 Q1	$1.73K	Hold	91	–	–	﹤0.01%	1068
2018 Q4	$1.51K	Hold	91	–	–	﹤0.01%	1014
2018 Q3	$2.01K	Hold	91	–	–	﹤0.01%	993
2018 Q2	$2.08K	Hold	91	–	–	﹤0.01%	1008
2018 Q1	$1.94K	Hold	91	–	–	﹤0.01%	1006
2017 Q4	$2.32K	Hold	91	–	–	﹤0.01%	957
2017 Q3	$2.2K	Hold	91	–	–	﹤0.01%	944
2017 Q2	$2.16K	Sell	91 -2	-2%	-$47	﹤0.01%	952
2017 Q1	$2.45K	Hold	93	–	–	﹤0.01%	924
2016 Q4	$2.56K	Hold	93	–	–	﹤0.01%	913
2016 Q3	$2.62K	Hold	93	–	–	﹤0.01%	903
2016 Q2	$2.78K	Hold	93	–	–	﹤0.01%	864
2016 Q1	$2.4K	Buy	+93	New	+$2.4K	﹤0.01%	861