Mariner Independent Advisor Network’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,637
| Closed | -$478K | – | 529 |
|
|
2021
Q4 | $478K | Sell |
11,637
-411
| -3% | -$16.9K | 0.02% | 397 |
|
|
2021
Q3 | $450K | Sell |
12,048
-403
| -3% | -$15.1K | 0.02% | 410 |
|
|
2021
Q2 | $469K | Sell |
12,451
-189
| -1% | -$7.12K | 0.02% | 421 |
|
|
2021
Q1 | $402K | Buy |
+12,640
| New | +$402K | 0.02% | 385 |
|
|
2020
Q3 | – | Sell |
-10,108
| Closed | -$237K | – | 341 |
|
|
2020
Q2 | $237K | Buy |
+10,108
| New | +$237K | 0.02% | 308 |
|
|
2019
Q4 | – | Sell |
-12,265
| Closed | -$382K | – | 393 |
|
|
2019
Q3 | $382K | Buy |
12,265
+253
| +2% | +$7.88K | 0.03% | 336 |
|
|
2019
Q2 | $378K | Buy |
12,012
+250
| +2% | +$7.87K | 0.03% | 333 |
|
|
2019
Q1 | $369K | Sell |
11,762
-986
| -8% | -$30.9K | 0.03% | 326 |
|
|
2018
Q4 | $358K | Buy |
+12,748
| New | +$358K | 0.03% | 321 |
|