AGF Investments LLC’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,780
| Closed | -$360K | – | 653 |
|
|
2019
Q4 | $360K | Buy |
+11,780
| New | +$360K | 0.07% | 363 |
|
|
2017
Q4 | – | Sell |
-3,546
| Closed | -$113K | – | 816 |
|
|
2017
Q3 | $113K | Sell |
3,546
-126
| -3% | -$4.02K | 0.03% | 184 |
|
|
2017
Q2 | $112K | Buy |
+3,672
| New | +$112K | 0.03% | 217 |
|