Edge Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-100
| Closed | -$3K | – | 566 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 453 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 453 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2016
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 415 |
|