Creative Planning’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-58,100
| Closed | -$91.8K | – | 2661 |
|
|
2022
Q4 | $91.8K | Buy |
58,100
+7,995
| +16% | +$12.6K | ﹤0.01% | 2149 |
|
|
2022
Q3 | $140K | Sell |
50,105
-52,014
| -51% | -$145K | ﹤0.01% | 1969 |
|
|
2022
Q2 | $161K | Hold |
102,119
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q1 | $257K | Hold |
102,119
| – | – | ﹤0.01% | 1730 |
|
|
2021
Q4 | $314K | Sell |
102,119
-111,000
| -52% | -$341K | ﹤0.01% | 1593 |
|
|
2021
Q3 | $1.31M | Hold |
213,119
| – | – | ﹤0.01% | 830 |
|
|
2021
Q2 | $2.24M | Sell |
213,119
-1,300
| -0.6% | -$13.7K | ﹤0.01% | 633 |
|
|
2021
Q1 | $3.15M | Buy |
214,419
+199
| +0.1% | +$2.92K | 0.01% | 537 |
|
|
2020
Q4 | $1.1M | Sell |
214,220
-4,099
| -2% | -$21K | ﹤0.01% | 892 |
|
|
2020
Q3 | $555K | Buy |
+218,319
| New | +$555K | ﹤0.01% | 1071 |
|
|
2015
Q2 | – | Sell |
-59
| Closed | -$2K | – | 3050 |
|
|
2015
Q1 | $2K | Buy |
+59
| New | +$2K | ﹤0.01% | 3812 |
|