Inspire Investing’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,834
| Closed | -$371K | – | 922 |
|
|
2021
Q2 | $371K | Buy |
9,834
+298
| +3% | +$11.2K | 0.05% | 480 |
|
|
2021
Q1 | $304K | Sell |
9,536
-880
| -8% | -$28.1K | 0.05% | 521 |
|
|
2020
Q4 | $300K | Buy |
+10,416
| New | +$300K | 0.07% | 449 |
|
|
2020
Q3 | – | Sell |
-11,966
| Closed | -$273K | – | 560 |
|
|
2020
Q2 | $273K | Buy |
+11,966
| New | +$273K | 0.09% | 241 |
|
|
2018
Q1 | – | Sell |
-1,980
| Closed | -$56K | – | 639 |
|
|
2017
Q4 | $56K | Buy |
+1,980
| New | +$56K | 0.05% | 575 |
|