HWA
SUNL
HHM Wealth Advisors’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$1.29K | – | 825 |
|
|
2022
Q4 | $1.29K | Hold |
1,000
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $1K | Buy |
+1,000
| New | +$1K | ﹤0.01% | 637 |
|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$10K | – | 766 |
|
|
2021
Q4 | $10K | Sell |
2,000
-2,000
| -50% | -$10K | ﹤0.01% | 517 |
|
|
2021
Q3 | $21K | Buy |
+4,000
| New | +$21K | 0.01% | 397 |
|