Cerity Partners’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-30,000	Closed	-$469K	–	485
2020 Q1	$469K	Hold	30,000	–	–	0.03%	290
2019 Q4	$918K	Buy	+30,000	New	+$918K	0.05%	252