Focused Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,021
| Closed | -$61.2K | – | 832 |
|
|
2023
Q4 | $61.2K | Hold |
1,021
| – | – | 0.01% | 280 |
|
|
2023
Q3 | $50K | Hold |
1,021
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $44.5K | Hold |
1,021
| – | – | 0.01% | 323 |
|
|
2023
Q1 | $44.8K | Hold |
1,021
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $44K | Hold |
1,021
| – | – | 0.01% | 325 |
|
|
2022
Q3 | $40K | Hold |
1,021
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $38K | Hold |
1,021
| – | – | 0.01% | 317 |
|
|
2022
Q1 | $42K | Hold |
1,021
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $42K | Buy |
1,021
+21
| +2% | +$864 | 0.01% | 387 |
|
|
2021
Q3 | $37K | Buy |
+1,000
| New | +$37K | 0.01% | 406 |
|