Financial Architects (New Jersey)’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-100
| Closed | -$3K | – | 921 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 820 |
|
|
2019
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 875 |
|
|
2019
Q2 | – | Sell |
-350
| Closed | -$11K | – | 1309 |
|
|
2019
Q1 | $11K | Hold |
350
| – | – | ﹤0.01% | 949 |
|
|
2018
Q4 | $10K | Hold |
350
| – | – | ﹤0.01% | 895 |
|
|
2018
Q3 | $10K | Sell |
350
-850
| -71% | -$24.3K | ﹤0.01% | 984 |
|
|
2018
Q2 | $30K | Buy |
1,200
+700
| +140% | +$17.5K | 0.01% | 706 |
|
|
2018
Q1 | $13K | Buy |
500
+350
| +233% | +$9.1K | ﹤0.01% | 880 |
|
|
2017
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1208 |
|
|
2017
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1182 |
|
|
2017
Q2 | $5K | Sell |
150
-100
| -40% | -$3.33K | ﹤0.01% | 1180 |
|
|
2017
Q1 | $6K | Hold |
250
| – | – | ﹤0.01% | 1150 |
|
|
2016
Q4 | $7K | Hold |
250
| – | – | ﹤0.01% | 1078 |
|
|
2016
Q3 | $7K | Hold |
250
| – | – | ﹤0.01% | 1055 |
|
|
2016
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 1035 |
|