Advantage Investment Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$30K | – | 1075 |
|
|
2018
Q3 | $30K | Hold |
1,000
| – | – | 0.02% | 499 |
|
|
2018
Q2 | $25K | Buy |
1,000
+37
| +4% | +$925 | 0.02% | 499 |
|
|
2018
Q1 | $25K | Buy |
963
+36
| +4% | +$935 | 0.01% | 515 |
|
|
2017
Q4 | $26K | Hold |
927
| – | – | 0.01% | 532 |
|
|
2017
Q3 | $29K | Hold |
927
| – | – | 0.01% | 498 |
|
|
2017
Q2 | $28K | Hold |
927
| – | – | 0.01% | 499 |
|
|
2017
Q1 | $22K | Buy |
927
+480
| +107% | +$11.4K | 0.01% | 530 |
|
|
2016
Q4 | $12K | Buy |
+447
| New | +$12K | ﹤0.01% | 597 |
|