CIA
SUNW

Cape Investment Advisory’s Sunworks, Inc. SUNW Stock Holding History

Cape Investment Advisory’s Portfolio SUNW Stock Details SUNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$117 – 1205
2023
Q4 		$117 Hold
500
– – ﹤0.01% 1108
2023
Q3 		$260 Hold
500
– – ﹤0.01% 891
2023
Q2 		$565 Hold
500
– – ﹤0.01% 851
2023
Q1 		$720 Buy
+500
New +$720 ﹤0.01% 895