Belpointe Asset Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,196
| Closed | -$96.4K | – | 3043 |
|
|
2023
Q1 | $96.4K | Buy |
2,196
+383
| +21% | +$16.8K | 0.01% | 1328 |
|
|
2022
Q4 | $78.1K | Buy |
+1,813
| New | +$78.1K | ﹤0.01% | 1370 |
|
|
2022
Q3 | – | Sell |
-2,740
| Closed | -$102K | – | 1231 |
|
|
2022
Q2 | $102K | Buy |
+2,740
| New | +$102K | 0.01% | 1110 |
|