BWA
Blodgett Wealth Advisors’s Sunrun RUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,898
| Closed | -$230K | – | 63 |
|
|
2023
Q2 | $230K | Sell |
12,898
-775
| -6% | -$13.8K | 0.24% | 52 |
|
|
2023
Q1 | $276K | Hold |
13,673
| – | – | 0.32% | 48 |
|
|
2022
Q4 | $328K | Hold |
13,673
| – | – | 0.4% | 44 |
|
|
2022
Q3 | $377K | Hold |
13,673
| – | – | 0.45% | 42 |
|
|
2022
Q2 | $319K | Buy |
+13,673
| New | +$319K | 0.35% | 48 |
|