Kore Private Wealth’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $410K | Hold |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $335K | Hold |
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|
2020
Q4 | $303K | Hold |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $175K | Sell |
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|
2019
Q4 | $5.74M | Sell |
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|
2019
Q3 | $5.89M | Sell |
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|
2019
Q2 | $5.95M | Buy |
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|
2019
Q1 | $5.63M | Buy |
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|
2018
Q4 | $4.66M | Buy |
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