Integrated Wealth Concepts’s Sunlight Financial Holdings, Inc. SUNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-560
| Closed | -$3.25K | – | 1648 |
|
|
2023
Q2 | $3.25K | Hold |
560
| – | – | ﹤0.01% | 1558 |
|
|
2023
Q1 | $3K | Hold |
560
| – | – | ﹤0.01% | 1345 |
|
|
2022
Q4 | $14K | Sell |
560
-7
| -1% | -$175 | ﹤0.01% | 1029 |
|
|
2022
Q3 | $14K | Buy |
567
+7
| +1% | +$173 | ﹤0.01% | 944 |
|
|
2022
Q2 | $33K | Buy |
560
+60
| +12% | +$3.54K | ﹤0.01% | 965 |
|
|
2022
Q1 | $50K | Sell |
500
-60
| -11% | -$6K | ﹤0.01% | 923 |
|
|
2021
Q4 | $54K | Buy |
+560
| New | +$54K | ﹤0.01% | 974 |
|