BSW Wealth Partners’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,699
| Closed | -$276K | – | 312 |
|
|
2023
Q1 | $276K | Buy |
13,699
+1,002
| +8% | +$20.2K | 0.06% | 229 |
|
|
2022
Q4 | $305K | Buy |
12,697
+3,412
| +37% | +$82K | 0.07% | 211 |
|
|
2022
Q3 | $256K | Buy |
9,285
+427
| +5% | +$11.8K | 0.06% | 214 |
|
|
2022
Q2 | $207K | Buy |
8,858
+1,344
| +18% | +$31.4K | 0.05% | 255 |
|
|
2022
Q1 | $228K | Buy |
+7,514
| New | +$228K | 0.06% | 251 |
|
|
2021
Q4 | – | Sell |
-4,819
| Closed | -$212K | – | 268 |
|
|
2021
Q3 | $212K | Buy |
+4,819
| New | +$212K | 0.06% | 231 |
|
|
2019
Q4 | – | Sell |
-6,226
| Closed | -$104K | – | 150 |
|
|
2019
Q3 | $104K | Buy |
6,226
+160
| +3% | +$2.67K | 0.04% | 109 |
|
|
2019
Q2 | $114K | Buy |
+6,066
| New | +$114K | 0.04% | 106 |
|