Deroy & Devereaux Private Investment Counsel’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-9,550
| Closed | -$316K | – | 168 |
|
|
2016
Q1 | $316K | Sell |
9,550
-300
| -3% | -$9.93K | 0.04% | 130 |
|
|
2015
Q4 | $390K | Sell |
9,850
-5,125
| -34% | -$203K | 0.05% | 115 |
|
|
2015
Q3 | $507K | Buy |
14,975
+2,025
| +16% | +$68.6K | 0.07% | 107 |
|
|
2015
Q2 | $587K | Buy |
12,950
+6,100
| +89% | +$277K | 0.08% | 108 |
|
|
2015
Q1 | $352K | Buy |
+6,850
| New | +$352K | 0.04% | 127 |
|