Bartlett & Co’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$21K	Hold	330	–	–	﹤0.01%	877
2023 Q3	$16K	Hold	330	–	–	﹤0.01%	860
2023 Q2	$14K	Buy	+330	New	+$14K	﹤0.01%	881