Charles Schwab’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,256
| Closed | -$8.97K | – | 3574 |
|
|
2023
Q3 | $8.97K | Hold |
17,256
| – | – | ﹤0.01% | 3565 |
|
|
2023
Q2 | $19.5K | Hold |
17,256
| – | – | ﹤0.01% | 3560 |
|
|
2023
Q1 | $24.8K | Hold |
17,256
| – | – | ﹤0.01% | 3479 |
|
|
2022
Q4 | $27.3K | Hold |
17,256
| – | – | ﹤0.01% | 3465 |
|
|
2022
Q3 | $49K | Buy |
+17,256
| New | +$49K | ﹤0.01% | 3334 |
|