Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$11.7K Hold
180
﹤0.01% 355
2025
Q4
$9.43K Hold
180
﹤0.01% 357
2025
Q3
$9K Hold
180
﹤0.01% 347
2025
Q2
$9.65K Hold
180
﹤0.01% 348
2025
Q1
$10.5K Hold
180
﹤0.01% 344
2024
Q4
$9.26K Hold
180
﹤0.01% 361
2024
Q3
$9.66K Buy
+180
New +$9.77K ﹤0.01% 384
2020
Q2
Sell
-15,320
Closed -$240K 310
2020
Q1
$240K Buy
15,320
+405
+3% +$10.9K 0.04% 280
2019
Q4
$456K Buy
14,915
+2,320
+18% +$73.1K 0.06% 259
2019
Q3
$396K Buy
+12,595
New +$401K 0.06% 261

Other funds holding SUN