Homrich & Berg’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,350
| Closed | -$242K | – | 275 |
|
|
2015
Q2 | $242K | Hold |
5,350
| – | – | 0.02% | 226 |
|
|
2015
Q1 | $275K | Hold |
5,350
| – | – | 0.03% | 200 |
|
|
2014
Q4 | $266K | Hold |
5,350
| – | – | 0.03% | 193 |
|
|
2014
Q3 | $294K | Hold |
5,350
| – | – | 0.03% | 198 |
|
|
2014
Q2 | $251K | Buy |
+5,350
| New | +$251K | 0.03% | 180 |
|