SWA
Sutton Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $24.9K | Buy |
56
+7
| +14% | +$3.11K | 0.01% | 329 |
|
|
2023
Q2 | $21.8K | Buy |
49
+3
| +7% | +$1.34K | 0.01% | 341 |
|
|
2023
Q1 | $18.2K | Sell |
46
-3
| -6% | -$1.19K | 0.01% | 323 |
|
|
2022
Q4 | $17.4K | Hold |
49
| – | – | 0.01% | 753 |
|
|
2022
Q3 | $13.2K | Buy |
49
+4
| +9% | +$1.08K | 0.01% | 805 |
|
|
2022
Q2 | $10.9K | Buy |
45
+3
| +7% | +$729 | ﹤0.01% | 871 |
|
|
2022
Q1 | $14.9K | Buy |
42
+2
| +5% | +$710 | 0.01% | 813 |
|
|
2021
Q4 | $13.3K | Sell |
40
-1
| -2% | -$332 | ﹤0.01% | 837 |
|
|
2021
Q3 | $14.4K | Buy |
41
+1
| +3% | +$351 | 0.01% | 794 |
|
|
2021
Q2 | $12.8K | Hold |
40
| – | – | ﹤0.01% | 830 |
|
|
2021
Q1 | $13.2K | Hold |
40
| – | – | 0.01% | 790 |
|
|
2020
Q4 | $9.28K | Buy |
40
+3
| +8% | +$696 | ﹤0.01% | 833 |
|
|
2020
Q3 | $6.46K | Hold |
37
| – | – | ﹤0.01% | 853 |
|
|
2020
Q2 | $5.51K | Buy |
37
+12
| +48% | +$1.79K | ﹤0.01% | 845 |
|
|
2020
Q1 | $2.57K | Buy |
25
+11
| +79% | +$1.13K | ﹤0.01% | 995 |
|
|
2019
Q4 | $2.34K | Hold |
14
| – | – | ﹤0.01% | 1042 |
|
|
2019
Q3 | $1.75K | Sell |
14
-8
| -36% | -$997 | ﹤0.01% | 1072 |
|
|
2019
Q2 | $2.92K | Buy |
22
+8
| +57% | +$1.06K | ﹤0.01% | 1006 |
|
|
2019
Q1 | $1.6K | Hold |
14
| – | – | ﹤0.01% | 1076 |
|
|
2018
Q4 | $1.44K | Buy |
14
+7
| +100% | +$718 | ﹤0.01% | 1017 |
|
|
2018
Q3 | $1.15K | Hold |
7
| – | – | ﹤0.01% | 1030 |
|
|
2018
Q2 | $1.03K | Hold |
7
| – | – | ﹤0.01% | 1055 |
|
|
2018
Q1 | $1.21K | Hold |
7
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q4 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 997 |
|
|
2017
Q3 | $971 | Hold |
7
| – | – | ﹤0.01% | 1001 |
|
|
2017
Q2 | $789 | Hold |
7
| – | – | ﹤0.01% | 1008 |
|
|
2017
Q1 | $875 | Hold |
7
| – | – | ﹤0.01% | 983 |
|
|
2016
Q4 | $739 | Hold |
7
| – | – | ﹤0.01% | 985 |
|
|
2016
Q3 | $549 | Hold |
7
| – | – | ﹤0.01% | 998 |
|
|
2016
Q2 | $470 | Hold |
7
| – | – | ﹤0.01% | 973 |
|
|
2016
Q1 | $435 | Buy |
+7
| New | +$435 | ﹤0.01% | 973 |
|