Creative Planning’s Sunworks, Inc. SUNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $91.8K | Buy |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $161K | Hold |
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|
2022
Q1 | $257K | Hold |
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|
2021
Q4 | $314K | Sell |
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|
2021
Q3 | $1.31M | Hold |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $3.15M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $555K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Buy |
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