SWA
Sutton Wealth Advisors’s Universal Electronics UEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-431
| Closed | -$8.97K | – | 1525 |
|
|
2022
Q4 | $8.97K | Buy |
+431
| New | +$8.97K | ﹤0.01% | 983 |
|
|
2022
Q3 | – | Sell |
-315
| Closed | -$8.06K | – | 1742 |
|
|
2022
Q2 | $8.06K | Buy |
315
+10
| +3% | +$256 | ﹤0.01% | 965 |
|
|
2022
Q1 | $9.53K | Buy |
305
+300
| +6,000% | +$9.37K | ﹤0.01% | 944 |
|
|
2021
Q4 | $204 | Buy |
+5
| New | +$204 | ﹤0.01% | 1642 |
|
|
2020
Q3 | – | Sell |
-202
| Closed | -$9.46K | – | 1255 |
|
|
2020
Q2 | $9.46K | Hold |
202
| – | – | ﹤0.01% | 723 |
|
|
2020
Q1 | $7.75K | Hold |
202
| – | – | ﹤0.01% | 725 |
|
|
2019
Q4 | $10.6K | Hold |
202
| – | – | 0.01% | 807 |
|
|
2019
Q3 | $10.3K | Hold |
202
| – | – | 0.01% | 781 |
|
|
2019
Q2 | $8.29K | Buy |
+202
| New | +$8.29K | ﹤0.01% | 822 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$6.32K | – | 1235 |
|
|
2018
Q4 | $6.32K | Buy |
+250
| New | +$6.32K | ﹤0.01% | 843 |
|
|
2018
Q2 | – | Sell |
-283
| Closed | -$14.7K | – | 1164 |
|
|
2018
Q1 | $14.7K | Buy |
283
+142
| +101% | +$7.39K | 0.01% | 681 |
|
|
2017
Q4 | $6.66K | Hold |
141
| – | – | ﹤0.01% | 849 |
|
|
2017
Q3 | $8.94K | Hold |
141
| – | – | 0.01% | 786 |
|
|
2017
Q2 | $9.43K | Hold |
141
| – | – | 0.01% | 759 |
|
|
2017
Q1 | $9.66K | Hold |
141
| – | – | 0.01% | 721 |
|
|
2016
Q4 | $9.1K | Hold |
141
| – | – | 0.01% | 716 |
|
|
2016
Q3 | $10.5K | Hold |
141
| – | – | 0.01% | 651 |
|
|
2016
Q2 | $10.2K | Hold |
141
| – | – | 0.01% | 626 |
|
|
2016
Q1 | $8.74K | Buy |
+141
| New | +$8.74K | 0.01% | 641 |
|