KCFA
Key Client Fiduciary Advisors’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,315
| Closed | -$211K | – | 174 |
|
|
2023
Q3 | $211K | Buy |
+4,315
| New | +$211K | 0.13% | 155 |
|
|
2022
Q2 | – | Sell |
-9,690
| Closed | -$396K | – | 120 |
|
|
2022
Q1 | $396K | Buy |
9,690
+50
| +0.5% | +$2.04K | 0.31% | 73 |
|
|
2021
Q4 | $394K | Buy |
+9,640
| New | +$394K | 0.33% | 73 |
|