BDO Wealth Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$14K | – | 1265 |
|
|
2020
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 514 |
|
|
2020
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 476 |
|
|
2020
Q2 | $11K | Hold |
500
| – | – | ﹤0.01% | 491 |
|
|
2020
Q1 | $8K | Hold |
500
| – | – | ﹤0.01% | 566 |
|
|
2019
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 408 |
|
|
2019
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 416 |
|
|
2019
Q2 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 405 |
|