SWA
Sutton Wealth Advisors’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$206 | – | 1558 |
|
|
2022
Q4 | $206 | Sell |
4
-196
| -98% | -$10.1K | ﹤0.01% | 1590 |
|
|
2022
Q3 | $12.6K | Hold |
200
| – | – | 0.01% | 826 |
|
|
2022
Q2 | $13.8K | Buy |
200
+13
| +7% | +$896 | 0.01% | 797 |
|
|
2022
Q1 | $14.8K | Buy |
187
+183
| +4,575% | +$14.5K | 0.01% | 820 |
|
|
2021
Q4 | $241 | Sell |
4
-120
| -97% | -$7.23K | ﹤0.01% | 1620 |
|
|
2021
Q3 | $10.1K | Buy |
+124
| New | +$10.1K | ﹤0.01% | 908 |
|
|
2020
Q1 | – | Sell |
-7,008
| Closed | -$20.1K | – | 1262 |
|
|
2019
Q4 | $20.1K | Buy |
+7,008
| New | +$20.1K | 0.01% | 601 |
|
|
2019
Q1 | – | Sell |
-4,793
| Closed | -$17.4K | – | 1241 |
|
|
2018
Q4 | $17.4K | Buy |
4,793
+1,691
| +55% | +$6.12K | 0.01% | 568 |
|
|
2018
Q3 | $25.3K | Buy |
+3,102
| New | +$25.3K | 0.02% | 504 |
|
|
2017
Q4 | – | Sell |
-748
| Closed | -$9.67K | – | 1114 |
|
|
2017
Q3 | $9.67K | Hold |
748
| – | – | 0.01% | 774 |
|
|
2017
Q2 | $7.87K | Hold |
748
| – | – | 0.01% | 803 |
|
|
2017
Q1 | $10.9K | Hold |
748
| – | – | 0.01% | 687 |
|
|
2016
Q4 | $10.6K | Hold |
748
| – | – | 0.01% | 680 |
|
|
2016
Q3 | $9.65K | Hold |
748
| – | – | 0.01% | 673 |
|
|
2016
Q2 | $7.84K | Buy |
+748
| New | +$7.84K | 0.01% | 682 |
|