Aventura Private Wealth’s Sunoco SUN Stock Holding History

Aventura Private Wealth’s Portfolio SUN Stock Details SUN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$100K	Hold
2025 Q3	$95.5K	Hold
2025 Q2	$102K	Hold
2025 Q1	$111K	Hold
2024 Q4	$98.2K	Buy