HC Financial Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-750
| Closed | -$24K | – | 362 |
|
|
2021
Q1 | $24K | Hold |
750
| – | – | 0.01% | 178 |
|
|
2020
Q4 | $22K | Hold |
750
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $18K | Hold |
750
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $17K | Hold |
750
| – | – | 0.01% | 186 |
|
|
2020
Q1 | $12K | Buy |
+750
| New | +$12K | 0.01% | 229 |
|