First Heartland Consultants’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-19,583
| Closed | -$609K | – | 327 |
|
|
2017
Q3 | $609K | Buy |
19,583
+3,359
| +21% | +$104K | 0.15% | 183 |
|
|
2017
Q2 | $497K | Sell |
16,224
-8,492
| -34% | -$260K | 0.13% | 200 |
|
|
2017
Q1 | $597K | Buy |
24,716
+1,159
| +5% | +$28K | 0.17% | 170 |
|
|
2016
Q4 | $633K | Buy |
23,557
+5,310
| +29% | +$143K | 0.19% | 146 |
|
|
2016
Q3 | $529K | Buy |
18,247
+3,576
| +24% | +$104K | 0.15% | 164 |
|
|
2016
Q2 | $439 | Buy |
+14,671
| New | +$439 | 0.05% | 170 |
|