LWM
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LBA Wealth Management’s Sunoco SUN Stock Holding History

LBA Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-63
Closed -$3K – 379
2014
Q3 		$3K Buy
+63
New +$3K ﹤0.01% 388