Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,888
Closed -$74K 4121
2022
Q3
$74K Sell
1,888
-3,918
-67% -$154K ﹤0.01% 3492
2022
Q2
$216K Sell
5,806
-416
-7% -$16.9K ﹤0.01% 3303
2022
Q1
$254K Sell
6,222
-896
-13% -$38.1K ﹤0.01% 3291
2021
Q4
$290K Sell
7,118
-5,678
-44% -$225K ﹤0.01% 4124
2021
Q3
$478K Sell
12,796
-13,646
-52% -$507K ﹤0.01% 3829
2021
Q2
$981K Buy
26,442
+15,828
+149% +$562K ﹤0.01% 3403
2021
Q1
$338K Sell
10,614
-409
-4% -$12.8K ﹤0.01% 3961
2020
Q4
$317K Sell
11,023
-1,478
-12% -$40.1K ﹤0.01% 3957
2020
Q3
$305K Buy
12,501
+143
+1% +$3.6K ﹤0.01% 3646
2020
Q2
$282K Sell
12,358
-4,350
-26% -$101K ﹤0.01% 3613
2020
Q1
$262K Buy
16,708
+4,022
+32% +$108K ﹤0.01% 3503
2019
Q4
$388K Buy
12,686
+1,739
+16% +$54.8K ﹤0.01% 3697
2019
Q3
$344K Sell
10,947
-2,042
-16% -$65.1K ﹤0.01% 3634
2019
Q2
$406K Sell
12,989
-6,549
-34% -$201K ﹤0.01% 3525
2019
Q1
$609K Sell
19,538
-3,976
-17% -$118K ﹤0.01% 3227
2018
Q4
$639K Sell
23,514
-12,212
-34% -$341K ﹤0.01% 3114
2018
Q3
$1.05M Buy
35,726
+15,957
+81% +$430K ﹤0.01% 2830
2018
Q2
$494K Sell
19,769
-5,845
-23% -$155K ﹤0.01% 3430
2018
Q1
$654K Sell
25,614
-12,904
-34% -$381K ﹤0.01% 3215
2017
Q4
$1.09M Buy
38,518
+10,809
+39% +$326K ﹤0.01% 2923
2017
Q3
$861K Sell
27,709
-80
-0.3% -$2.49K ﹤0.01% 3207
2017
Q2
$850K Sell
27,789
-22,874
-45% -$682K ﹤0.01% 2798
2017
Q1
$1.22M Buy
50,663
+1,522
+3% +$40.3K ﹤0.01% 2708
2016
Q4
$1.32M Sell
49,141
-294,684
-86% -$7.67M ﹤0.01% 2802
2016
Q3
$9.97M Sell
343,825
-842
-0.2% -$25.3K 0.01% 1198
2016
Q2
$10.3M Sell
344,667
-295,427
-46% -$9.67M 0.01% 1135
2016
Q1
$21.2M Sell
640,094
-301,453
-32% -$9.62M 0.03% 698
2015
Q4
$37.3M Sell
941,547
-210,027
-18% -$7.56M 0.04% 488
2015
Q3
$39M Buy
1,151,574
+785,777
+215% +$30.1M 0.05% 456
2015
Q2
$16.6M Buy
365,797
+54,020
+17% +$2.6M 0.02% 930
2015
Q1
$16M Sell
311,777
-117,190
-27% -$5.92M 0.02% 926
2014
Q4
$21.4M Buy
428,967
+397,580
+1,267% +$18.6M 0.02% 846
2014
Q3
$1.73M Buy
31,387
+17,235
+122% +$910K ﹤0.01% 2604
2014
Q2
$664K Sell
14,152
-381,249
-96% -$16.2M ﹤0.01% 3626
2014
Q1
$13.9M Buy
395,401
+105,220
+36% +$3.67M 0.02% 1038
2013
Q4
$9.61M Buy
290,181
+117,903
+68% +$3.8M 0.01% 1307
2013
Q3
$5.19M Buy
172,278
+857
+0.5% +$25.7K 0.01% 1595
2013
Q2
$5.02M Buy
+171,421
New +$5.18M 0.01% 1567

Other funds holding SUN