Catamount Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-30
| Closed | -$1K | – | 200 |
|
|
2017
Q2 | $1K | Sell |
30
-5,000
| -99% | -$167K | ﹤0.01% | 171 |
|
|
2017
Q1 | $122K | Hold |
5,030
| – | – | 0.08% | 50 |
|
|
2016
Q4 | $135K | Buy |
5,030
+5,000
| +16,667% | +$134K | 0.11% | 43 |
|
|
2016
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 156 |
|
|
2016
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 135 |
|
|
2016
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 130 |
|
|
2015
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 125 |
|