Great Valley Advisor Group’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-14,714
| Closed | -$263K | – | 721 |
|
2023
Q2 | $263K | Sell |
14,714
-3,524
| -19% | -$62.9K | 0.01% | 593 |
|
2023
Q1 | $367K | Buy |
18,238
+5,603
| +44% | +$113K | 0.02% | 488 |
|
2022
Q4 | $303K | Sell |
12,635
-102
| -0.8% | -$2.45K | 0.02% | 541 |
|
2022
Q3 | $351K | Sell |
12,737
-5,466
| -30% | -$151K | 0.02% | 498 |
|
2022
Q2 | $425K | Buy |
18,203
+2,794
| +18% | +$65.2K | 0.02% | 462 |
|
2022
Q1 | $468K | Buy |
15,409
+6,699
| +77% | +$203K | 0.03% | 406 |
|
2021
Q4 | $299K | Buy |
8,710
+1,837
| +27% | +$63.1K | 0.02% | 491 |
|
2021
Q3 | $302K | Buy |
6,873
+3,010
| +78% | +$132K | 0.02% | 465 |
|
2021
Q2 | $216K | Sell |
3,863
-2,591
| -40% | -$145K | 0.02% | 511 |
|
2021
Q1 | $390K | Buy |
+6,454
| New | +$390K | 0.04% | 348 |
|