GIM
Greenwich Investment Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-7,200
| Closed | -$224K | – | 57 |
|
|
2017
Q3 | $224K | Hold |
7,200
| – | – | 0.29% | 44 |
|
|
2017
Q2 | $220K | Sell |
7,200
-2,800
| -28% | -$85.6K | 0.26% | 43 |
|
|
2017
Q1 | $241K | Hold |
10,000
| – | – | 0.26% | 46 |
|
|
2016
Q4 | $268K | Sell |
10,000
-1,300
| -12% | -$34.8K | 0.27% | 42 |
|
|
2016
Q3 | $327K | Hold |
11,300
| – | – | 0.33% | 39 |
|
|
2016
Q2 | $338K | Sell |
11,300
-200
| -2% | -$5.98K | 0.36% | 36 |
|
|
2016
Q1 | $380K | Buy |
11,500
+4,435
| +63% | +$147K | 0.46% | 34 |
|
|
2015
Q4 | $279K | Buy |
+7,065
| New | +$279K | 0.33% | 42 |
|