ICA Group Wealth Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-500
| Closed | -$30.1K | – | 1269 |
|
|
2024
Q1 | $30.1K | Hold |
500
| – | – | 0.01% | 663 |
|
|
2023
Q4 | $30K | Buy |
+500
| New | +$30K | 0.01% | 623 |
|
|
2023
Q3 | – | Sell |
-500
| Closed | -$21.8K | – | 1099 |
|
|
2023
Q2 | $21.8K | Sell |
500
-500
| -50% | -$21.8K | 0.01% | 662 |
|
|
2023
Q1 | $43.9K | Hold |
1,000
| – | – | 0.01% | 514 |
|
|
2022
Q4 | $43.1K | Buy |
+1,000
| New | +$43.1K | 0.01% | 548 |
|