SWA
Sutton Wealth Advisors’s US Commodity Index USCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-30
| Closed | -$777 | – | 1290 |
|
|
2020
Q1 | $777 | Hold |
30
| – | – | ﹤0.01% | 1117 |
|
|
2019
Q4 | $1.11K | Hold |
30
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q3 | $1.08K | Sell |
30
-201
| -87% | -$7.2K | ﹤0.01% | 1107 |
|
|
2019
Q2 | $8.54K | Hold |
231
| – | – | ﹤0.01% | 815 |
|
|
2019
Q1 | $8.95K | Buy |
231
+39
| +20% | +$1.51K | 0.01% | 807 |
|
|
2018
Q4 | $7.21K | Sell |
192
-128
| -40% | -$4.8K | ﹤0.01% | 815 |
|
|
2018
Q3 | $13.6K | Buy |
320
+10
| +3% | +$425 | 0.01% | 712 |
|
|
2018
Q2 | $13.6K | Buy |
310
+7
| +2% | +$306 | 0.01% | 745 |
|
|
2018
Q1 | $13K | Buy |
303
+12
| +4% | +$513 | 0.01% | 731 |
|
|
2017
Q4 | $12.4K | Buy |
291
+13
| +5% | +$553 | 0.01% | 718 |
|
|
2017
Q3 | $11.1K | Hold |
278
| – | – | 0.01% | 741 |
|
|
2017
Q2 | $10.7K | Hold |
278
| – | – | 0.01% | 732 |
|
|
2017
Q1 | $10.9K | Sell |
278
-137
| -33% | -$5.37K | 0.01% | 688 |
|
|
2016
Q4 | $16.6K | Hold |
415
| – | – | 0.01% | 551 |
|
|
2016
Q3 | $17.2K | Sell |
415
-1,389
| -77% | -$57.6K | 0.02% | 507 |
|
|
2016
Q2 | $77.9K | Sell |
1,804
-2,839
| -61% | -$123K | 0.07% | 198 |
|
|
2016
Q1 | $188K | Buy |
+4,643
| New | +$188K | 0.18% | 93 |
|