Executive 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
-514
Closed -$16K 701
2019
Q2
$16K Buy
514
+14
+3% +$436 ﹤0.01% 518
2019
Q1
$16K Buy
+500
New +$16K ﹤0.01% 466