JPMorgan Chase & Co’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
Q2 | – | Sell |
-3,152
| Closed | -$20K | – | 6387 |
|
|
2023
Q1 | $20K | Buy |
3,152
+2,464
| +358% | +$15.6K | ﹤0.01% | 5144 |
|
|
2022
Q4 | $18K | Buy |
688
+38
| +6% | +$994 | ﹤0.01% | 5006 |
|
|
2022
Q3 | $16K | Hold |
650
| – | – | ﹤0.01% | 4981 |
|
|
2022
Q2 | $38K | Sell |
650
-1,334
| -67% | -$78K | ﹤0.01% | 4917 |
|
|
2022
Q1 | $200K | Sell |
1,984
-977
| -33% | -$98.5K | ﹤0.01% | 4451 |
|
|
2021
Q4 | $283K | Buy |
2,961
+2,089
| +240% | +$200K | ﹤0.01% | 4359 |
|
|
2021
Q3 | $93K | Buy |
+872
| New | +$93K | ﹤0.01% | 4751 |
|