Financial Architects (New Jersey)’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-100	Closed	-$3K	–	922
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	820
2019 Q3	$3K	Buy	+100	New	+$3.19K	﹤0.01%	891
2019 Q2	–	Sell	-350	Closed	-$11K	–	1473
2019 Q1	$11K	Hold	350	–	–	﹤0.01%	1067
2018 Q4	$10K	Hold	350	–	–	﹤0.01%	1001
2018 Q3	$10K	Sell	350 -850	-71%	-$22.9K	﹤0.01%	1123
2018 Q2	$30K	Buy	1,200 +700	+140%	+$18.6K	0.01%	706
2018 Q1	$13K	Buy	500 +350	+233%	+$10.3K	﹤0.01%	1004
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	1342
2017 Q3	$5K	Hold	150	–	–	﹤0.01%	1279
2017 Q2	$5K	Sell	150 -100	-40%	-$2.98K	﹤0.01%	1293
2017 Q1	$6K	Hold	250	–	–	﹤0.01%	1254
2016 Q4	$7K	Hold	250	–	–	﹤0.01%	1098
2016 Q3	$7K	Hold	250	–	–	﹤0.01%	1078
2016 Q2	$7K	Buy	+250	New	+$8.18K	﹤0.01%	1053