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ICA Group Wealth Management’s Sunoco SUN Stock Holding History

ICA Group Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-500
Closed -$30.1K – 1263
2024
Q1 		$30.1K Hold
500
– – 0.01% 663
2023
Q4 		$30K Buy
+500
New +$26.6K 0.01% 623
2023
Q3 		– Sell
-500
Closed -$21.8K – 1099
2023
Q2 		$21.8K Sell
500
-500
-50% -$22.1K 0.01% 662
2023
Q1 		$43.9K Hold
1,000
– – 0.01% 514
2022
Q4 		$43.1K Buy
+1,000
New +$42.2K 0.01% 548

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TCA
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ICA
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UBS Group
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