FIM
Friedberg Investment Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-92,680
| Closed | -$3.07M | – | 95 |
|
|
2016
Q1 | $3.07M | Buy |
92,680
+5,200
| +6% | +$172K | 1.53% | 26 |
|
|
2015
Q4 | $3.47M | Sell |
87,480
-1,660
| -2% | -$65.8K | 1.69% | 18 |
|
|
2015
Q3 | $3.02M | Buy |
89,140
+39,440
| +79% | +$1.33M | 1.44% | 29 |
|
|
2015
Q2 | $2.25M | Sell |
49,700
-540
| -1% | -$24.5K | 0.85% | 44 |
|
|
2015
Q1 | $2.58M | Sell |
50,240
-200
| -0.4% | -$10.3K | 0.94% | 43 |
|
|
2014
Q4 | $2.51M | Buy |
50,440
+4,700
| +10% | +$234K | 0.98% | 42 |
|
|
2014
Q3 | $2.52M | Buy |
45,740
+740
| +2% | +$40.7K | 0.97% | 46 |
|
|
2014
Q2 | $2.11M | Sell |
45,000
-19,588
| -30% | -$919K | 0.77% | 52 |
|
|
2014
Q1 | $2.27M | Sell |
64,588
-1,600
| -2% | -$56.2K | 0.89% | 47 |
|
|
2013
Q4 | $2.19M | Buy |
66,188
+14,050
| +27% | +$465K | 0.89% | 46 |
|
|
2013
Q3 | $1.57M | Buy |
52,138
+6,150
| +13% | +$185K | 0.68% | 58 |
|
|
2013
Q2 | $1.35M | Buy |
+45,988
| New | +$1.35M | 0.6% | 63 |
|