High Net Worth Advisory Group’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$43.1K | – | 531 |
|
|
2022
Q4 | $43.1K | Hold |
1,000
| – | – | 0.02% | 350 |
|
|
2022
Q3 | $39K | Hold |
1,000
| – | – | 0.02% | 366 |
|
|
2022
Q2 | $37K | Hold |
1,000
| – | – | 0.02% | 367 |
|
|
2022
Q1 | $41K | Hold |
1,000
| – | – | 0.01% | 365 |
|
|
2021
Q4 | $41K | Buy |
+1,000
| New | +$41K | 0.01% | 371 |
|