Destination Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,812
| Closed | -$57K | – | 456 |
|
|
2019
Q2 | $57K | Hold |
1,812
| – | – | ﹤0.01% | 259 |
|
|
2019
Q1 | $56K | Hold |
1,812
| – | – | ﹤0.01% | 248 |
|
|
2018
Q4 | $49K | Hold |
1,812
| – | – | ﹤0.01% | 257 |
|
|
2018
Q3 | $54K | Hold |
1,812
| – | – | ﹤0.01% | 275 |
|
|
2018
Q2 | $45K | Hold |
1,812
| – | – | ﹤0.01% | 269 |
|
|
2018
Q1 | $46K | Buy |
+1,812
| New | +$46K | ﹤0.01% | 262 |
|