Cornerstone Wealth Management’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-35,101
Closed -$1.1M 1035
2018
Q3
$1.1M Buy
35,101
+10,581
+43% +$332K 0.01% 681
2018
Q2
$1M Buy
+24,520
New +$1M 0.01% 771