Meristem Family 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
Q1 | $285K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $263K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | $220K | Hold |
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|
2019
Q2 | $219K | Hold |
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|
2019
Q1 | $218K | Buy |
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