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Avantax Planning Partners’s Sunoco SUN Stock Holding History

Avantax Planning Partners’s Portfolio SUN Stock Details SUN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,200
Closed -$293K – 344
2021
Q1 		$293K Buy
+9,200
New +$293K 0.02% 245