BAM
Bruderman Asset Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,654
| Closed | -$52K | – | 500 |
|
|
2019
Q1 | $52K | Buy |
1,654
+1
| +0.1% | +$31 | 0.01% | 264 |
|
|
2018
Q4 | $45K | Buy |
1,653
+21
| +1% | +$572 | 0.01% | 253 |
|
|
2018
Q3 | $48K | Hold |
1,632
| – | – | 0.01% | 193 |
|
|
2018
Q2 | $41K | Hold |
1,632
| – | – | 0.01% | 216 |
|
|
2018
Q1 | $42K | Buy |
+1,632
| New | +$42K | 0.01% | 220 |
|
|
2017
Q3 | – | Sell |
-1,632
| Closed | -$50K | – | 288 |
|
|
2017
Q2 | $50K | Buy |
+1,632
| New | +$50K | 0.01% | 202 |
|
|
2017
Q1 | – | Sell |
-1,565
| Closed | -$42K | – | 284 |
|
|
2016
Q4 | $42K | Buy |
1,565
+300
| +24% | +$8.05K | 0.01% | 216 |
|
|
2016
Q3 | $37K | Buy |
+1,265
| New | +$37K | 0.01% | 235 |
|