Heritage Trust’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$54K | – | 383 |
|
|
2018
Q4 | $54K | Hold |
2,000
| – | – | 0.02% | 203 |
|
|
2018
Q3 | $59K | Buy |
2,000
+1,000
| +100% | +$29.5K | 0.02% | 200 |
|
|
2018
Q2 | $25K | Hold |
1,000
| – | – | 0.01% | 241 |
|
|
2018
Q1 | $26K | Hold |
1,000
| – | – | 0.01% | 234 |
|
|
2017
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 218 |
|
|
2017
Q3 | $31K | Hold |
1,000
| – | – | 0.01% | 222 |
|
|
2017
Q2 | $31K | Hold |
1,000
| – | – | 0.01% | 212 |
|
|
2017
Q1 | $24K | Buy |
+1,000
| New | +$24K | 0.01% | 222 |
|