KPW
Kore Private Wealth’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $410K | Hold |
10,521
| – | – | 0.07% | 150 |
|
|
2022
Q2 | $392K | Hold |
10,521
| – | – | 0.06% | 181 |
|
|
2022
Q1 | $430K | Sell |
10,521
-201
| -2% | -$8.22K | 0.05% | 190 |
|
|
2021
Q4 | $438K | Buy |
10,722
+201
| +2% | +$8.21K | 0.05% | 186 |
|
|
2021
Q3 | $393K | Hold |
10,521
| – | – | 0.04% | 278 |
|
|
2021
Q2 | $397K | Hold |
10,521
| – | – | 0.04% | 259 |
|
|
2021
Q1 | $335K | Hold |
10,521
| – | – | 0.05% | 253 |
|
|
2020
Q4 | $303K | Hold |
10,521
| – | – | 0.05% | 233 |
|
|
2020
Q3 | $257K | Hold |
10,521
| – | – | 0.05% | 215 |
|
|
2020
Q2 | $240K | Sell |
10,521
-645
| -6% | -$14.7K | 0.05% | 204 |
|
|
2020
Q1 | $175K | Sell |
11,166
-176,552
| -94% | -$2.77M | 0.04% | 223 |
|
|
2019
Q4 | $5.74M | Sell |
187,718
-1,468
| -0.8% | -$44.9K | 1.09% | 23 |
|
|
2019
Q3 | $5.89M | Sell |
189,186
-1,034
| -0.5% | -$32.2K | 1.33% | 21 |
|
|
2019
Q2 | $5.95M | Buy |
190,220
+9,644
| +5% | +$302K | 1.34% | 20 |
|
|
2019
Q1 | $5.63M | Buy |
180,576
+9,231
| +5% | +$288K | 1.27% | 23 |
|
|
2018
Q4 | $4.66M | Buy |
+171,345
| New | +$4.66M | 1.28% | 22 |
|