ECM
Evergreen Capital Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,000
| Closed | -$245K | – | 677 |
|
|
2021
Q4 | $245K | Buy |
+6,000
| New | +$245K | 0.01% | 528 |
|
|
2017
Q1 | – | Sell |
-93,398
| Closed | -$2.51M | – | 114 |
|
|
2016
Q4 | $2.51M | Sell |
93,398
-145,672
| -61% | -$3.92M | 0.49% | 64 |
|
|
2016
Q3 | $6.94M | Buy |
239,070
+11,395
| +5% | +$331K | 1.37% | 23 |
|
|
2016
Q2 | $6.82M | Buy |
+227,675
| New | +$6.82M | 1.48% | 19 |
|