MinichMacGregor Wealth Management’s Sunoco SUN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,796	Closed	-$77.4K	–	577
2022 Q4	$77.4K	Buy	+1,796	New	+$77.4K	0.03%	140
2018 Q4	–	Sell	-520	Closed	-$15K	–	466
2018 Q3	$15K	Buy	+520	New	+$15K	0.01%	262