Fidelity Investments’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-167
| Closed | -$969 | – | 5635 |
|
2023
Q2 | $969 | Buy |
167
+91
| +120% | +$528 | ﹤0.01% | 4714 |
|
2023
Q1 | $473 | Buy |
76
+61
| +407% | +$380 | ﹤0.01% | 4802 |
|
2022
Q4 | $387 | Buy |
15
+7
| +88% | +$181 | ﹤0.01% | 4773 |
|
2022
Q3 | $0 | Buy |
8
+3
| +60% | – | ﹤0.01% | 5555 |
|
2022
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 5657 |
|