SWA
Sutton Wealth Advisors’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,182
| Closed | -$135K | – | 1590 |
|
|
2022
Q4 | $135K | Buy |
4,182
+4,162
| +20,810% | +$134K | 0.05% | 214 |
|
|
2022
Q3 | $572 | Hold |
20
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q2 | $635 | Buy |
20
+2
| +11% | +$64 | ﹤0.01% | 1404 |
|
|
2022
Q1 | $887 | Hold |
18
| – | – | ﹤0.01% | 1376 |
|
|
2021
Q4 | $1.15K | Hold |
18
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q3 | $1.59K | Hold |
18
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q2 | $2.2K | Hold |
18
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q1 | $2.33K | Hold |
18
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q4 | $2.34K | Hold |
18
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q3 | $1.83K | Hold |
18
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q2 | $1.04K | Hold |
18
| – | – | ﹤0.01% | 1119 |
|
|
2020
Q1 | $648 | Hold |
18
| – | – | ﹤0.01% | 1128 |
|
|
2019
Q4 | $827 | Sell |
18
-2
| -10% | -$92 | ﹤0.01% | 1129 |
|
|
2019
Q3 | $596 | Sell |
20
-9
| -31% | -$268 | ﹤0.01% | 1150 |
|
|
2019
Q2 | $1.35K | Buy |
29
+11
| +61% | +$510 | ﹤0.01% | 1086 |
|
|
2019
Q1 | $625 | Buy |
18
+9
| +100% | +$312 | ﹤0.01% | 1140 |
|
|
2018
Q4 | $284 | Buy |
+9
| New | +$284 | ﹤0.01% | 1111 |
|
|
2018
Q3 | – | Sell |
-251
| Closed | -$14.8K | – | 1169 |
|
|
2018
Q2 | $14.8K | Hold |
251
| – | – | 0.01% | 713 |
|
|
2018
Q1 | $13.5K | Buy |
+251
| New | +$13.5K | 0.01% | 713 |
|
|
2017
Q4 | – | Sell |
-464
| Closed | -$18.7K | – | 1119 |
|
|
2017
Q3 | $18.7K | Hold |
464
| – | – | 0.01% | 573 |
|
|
2017
Q2 | $22.7K | Buy |
+464
| New | +$22.7K | 0.02% | 474 |
|