Meristem Family Wealth’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $285K | Hold |
6,988
| – | – | 0.03% | 269 |
|
|
2021
Q4 | $285K | Hold |
6,988
| – | – | 0.02% | 306 |
|
|
2021
Q3 | $261K | Hold |
6,988
| – | – | 0.03% | 344 |
|
|
2021
Q2 | $263K | Hold |
6,988
| – | – | 0.04% | 273 |
|
|
2021
Q1 | $222K | Hold |
6,988
| – | – | 0.04% | 214 |
|
|
2020
Q4 | $201K | Buy |
+6,988
| New | +$201K | 0.04% | 222 |
|
|
2020
Q1 | – | Sell |
-7,488
| Closed | -$229K | – | 207 |
|
|
2019
Q4 | $229K | Buy |
7,488
+500
| +7% | +$15.3K | 0.06% | 172 |
|
|
2019
Q3 | $220K | Hold |
6,988
| – | – | 0.06% | 172 |
|
|
2019
Q2 | $219K | Hold |
6,988
| – | – | 0.07% | 152 |
|
|
2019
Q1 | $218K | Buy |
+6,988
| New | +$218K | 0.07% | 136 |
|