Arax Advisory Partners’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-127
| Closed | -$5.49K | – | 1310 |
|
|
2022
Q4 | $5.49K | Buy |
127
+2
| +2% | +$86 | ﹤0.01% | 772 |
|
|
2022
Q3 | $5K | Hold |
125
| – | – | ﹤0.01% | 822 |
|
|
2022
Q2 | $5K | Hold |
125
| – | – | ﹤0.01% | 798 |
|
|
2022
Q1 | $5K | Buy |
+125
| New | +$5K | ﹤0.01% | 793 |
|
|
2018
Q4 | – | Sell |
-3,003
| Closed | -$89K | – | 613 |
|
|
2018
Q3 | $89K | Sell |
3,003
-718
| -19% | -$21.3K | 0.04% | 211 |
|
|
2018
Q2 | $92K | Buy |
3,721
+776
| +26% | +$19.2K | 0.04% | 166 |
|
|
2018
Q1 | $75K | Sell |
2,945
-5,882
| -67% | -$150K | 0.04% | 162 |
|
|
2017
Q4 | $250K | Buy |
8,827
+96
| +1% | +$2.72K | 0.11% | 78 |
|
|
2017
Q3 | $271K | Buy |
8,731
+111
| +1% | +$3.45K | 0.13% | 67 |
|
|
2017
Q2 | $259K | Buy |
8,620
+1,497
| +21% | +$45K | 0.12% | 69 |
|
|
2017
Q1 | $172K | Buy |
7,123
+420
| +6% | +$10.1K | 0.08% | 79 |
|
|
2016
Q4 | $180K | Buy |
+6,703
| New | +$180K | 0.09% | 66 |
|