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Destination Wealth Management’s Sunoco SUN Stock Holding History

Destination Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value 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 +$53.5K ﹤0.01% 262

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