SWA
Sutton Wealth Advisors’s Verisk Analytics VRSK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.1K | Buy |
68
+9
| +15% | +$2.13K | 0.01% | 386 |
|
|
2023
Q2 | $13.3K | Hold |
59
| – | – | 0.01% | 415 |
|
|
2023
Q1 | $11.3K | Sell |
59
-2
| -3% | -$384 | 0.01% | 400 |
|
|
2022
Q4 | $10.8K | Sell |
61
-1
| -2% | -$176 | ﹤0.01% | 918 |
|
|
2022
Q3 | $10.6K | Buy |
62
+1
| +2% | +$171 | ﹤0.01% | 872 |
|
|
2022
Q2 | $10.6K | Buy |
61
+1
| +2% | +$173 | ﹤0.01% | 888 |
|
|
2022
Q1 | $12.9K | Buy |
60
+11
| +22% | +$2.36K | ﹤0.01% | 867 |
|
|
2021
Q4 | $11.2K | Hold |
49
| – | – | ﹤0.01% | 894 |
|
|
2021
Q3 | $9.81K | Buy |
49
+1
| +2% | +$200 | ﹤0.01% | 917 |
|
|
2021
Q2 | $8.39K | Hold |
48
| – | – | ﹤0.01% | 961 |
|
|
2021
Q1 | $8.48K | Hold |
48
| – | – | ﹤0.01% | 922 |
|
|
2020
Q4 | $9.96K | Hold |
48
| – | – | ﹤0.01% | 808 |
|
|
2020
Q3 | $8.9K | Hold |
48
| – | – | ﹤0.01% | 775 |
|
|
2020
Q2 | $8.17K | Buy |
48
+5
| +12% | +$851 | ﹤0.01% | 756 |
|
|
2020
Q1 | $5.99K | Buy |
43
+3
| +8% | +$418 | ﹤0.01% | 779 |
|
|
2019
Q4 | $5.97K | Hold |
40
| – | – | ﹤0.01% | 919 |
|
|
2019
Q3 | $6.33K | Hold |
40
| – | – | ﹤0.01% | 895 |
|
|
2019
Q2 | $5.86K | Buy |
40
+5
| +14% | +$732 | ﹤0.01% | 901 |
|
|
2019
Q1 | $4.66K | Buy |
35
+11
| +46% | +$1.46K | ﹤0.01% | 952 |
|
|
2018
Q4 | $2.62K | Hold |
24
| – | – | ﹤0.01% | 969 |
|
|
2018
Q3 | $2.89K | Hold |
24
| – | – | ﹤0.01% | 966 |
|
|
2018
Q2 | $2.58K | Hold |
24
| – | – | ﹤0.01% | 992 |
|
|
2018
Q1 | $2.5K | Buy |
24
+15
| +167% | +$1.56K | ﹤0.01% | 992 |
|
|
2017
Q4 | $864 | Hold |
9
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q3 | $749 | Hold |
9
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q2 | $759 | Hold |
9
| – | – | ﹤0.01% | 1012 |
|
|
2017
Q1 | $730 | Hold |
9
| – | – | ﹤0.01% | 994 |
|
|
2016
Q4 | $731 | Hold |
9
| – | – | ﹤0.01% | 987 |
|
|
2016
Q3 | $732 | Hold |
9
| – | – | ﹤0.01% | 977 |
|
|
2016
Q2 | $730 | Hold |
9
| – | – | ﹤0.01% | 942 |
|
|
2016
Q1 | $719 | Buy |
+9
| New | +$719 | ﹤0.01% | 935 |
|