Accel Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-135
| Closed | -$5.93K | – | 773 |
|
|
2023
Q1 | $5.93K | Hold |
135
| – | – | ﹤0.01% | 990 |
|
|
2022
Q4 | $5.82K | Hold |
135
| – | – | ﹤0.01% | 796 |
|
|
2022
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 849 |
|
|
2022
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 814 |
|
|
2022
Q1 | $6K | Hold |
135
| – | – | ﹤0.01% | 790 |
|
|
2021
Q4 | $6K | Hold |
135
| – | – | ﹤0.01% | 796 |
|
|
2021
Q3 | $5K | Hold |
135
| – | – | ﹤0.01% | 746 |
|
|
2021
Q2 | $5K | Hold |
135
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $4K | Hold |
135
| – | – | ﹤0.01% | 785 |
|
|
2020
Q4 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 741 |
|