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Belpointe Asset Management’s Sunoco SUN Stock Holding History

Belpointe Asset Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,196
Closed -$96.4K – 3043
2023
Q1 		$96.4K Buy
2,196
+383
+21% +$17.3K 0.01% 1329
2022
Q4 		$78.1K Buy
+1,813
New +$76.5K ﹤0.01% 1370
2022
Q3 		– Sell
-2,740
Closed -$102K – 1231
2022
Q2 		$102K Buy
+2,740
New +$112K 0.01% 1110

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