SWA
Sutton Wealth Advisors’s Xerox XRX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-44
| Closed | -$642 | – | 1588 |
|
|
2022
Q4 | $642 | Hold |
44
| – | – | ﹤0.01% | 1442 |
|
|
2022
Q3 | $576 | Buy |
44
+16
| +57% | +$209 | ﹤0.01% | 1444 |
|
|
2022
Q2 | $416 | Buy |
+28
| New | +$416 | ﹤0.01% | 1496 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$340 | – | 1733 |
|
|
2021
Q4 | $340 | Buy |
+15
| New | +$340 | ﹤0.01% | 1587 |
|
|
2020
Q2 | – | Sell |
-18
| Closed | -$341 | – | 1295 |
|
|
2020
Q1 | $341 | Hold |
18
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q4 | $664 | Hold |
18
| – | – | ﹤0.01% | 1138 |
|
|
2019
Q3 | $538 | Hold |
18
| – | – | ﹤0.01% | 1155 |
|
|
2019
Q2 | $637 | Hold |
18
| – | – | ﹤0.01% | 1131 |
|
|
2019
Q1 | $576 | Hold |
18
| – | – | ﹤0.01% | 1143 |
|
|
2018
Q4 | $356 | Hold |
18
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q3 | $486 | Hold |
18
| – | – | ﹤0.01% | 1088 |
|
|
2018
Q2 | $432 | Sell |
18
-26
| -59% | -$624 | ﹤0.01% | 1102 |
|
|
2018
Q1 | $1.27K | Hold |
44
| – | – | ﹤0.01% | 1030 |
|
|
2017
Q4 | $1.28K | Hold |
44
| – | – | ﹤0.01% | 993 |
|
|
2017
Q3 | $1.47K | Hold |
44
| – | – | ﹤0.01% | 977 |
|
|
2017
Q2 | $1.26K | Sell |
44
-138
| -76% | -$3.96K | ﹤0.01% | 982 |
|
|
2017
Q1 | $1.34K | Buy |
182
+57
| +46% | +$418 | ﹤0.01% | 958 |
|
|
2016
Q4 | $1.09K | Hold |
125
| – | – | ﹤0.01% | 965 |
|
|
2016
Q3 | $1.27K | Hold |
125
| – | – | ﹤0.01% | 953 |
|
|
2016
Q2 | $1.19K | Hold |
125
| – | – | ﹤0.01% | 915 |
|
|
2016
Q1 | $1.4K | Buy |
+125
| New | +$1.4K | ﹤0.01% | 902 |
|