Concord Wealth Partners’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-200
Closed -$10.7K 981
2024
Q3
$10.7K Buy
+200
New +$10.7K ﹤0.01% 552