MCC
Money Concepts Capital’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$300K | – | 408 |
|
|
2023
Q4 | $300K | Sell |
5,000
-3,150
| -39% | -$189K | 0.03% | 332 |
|
|
2023
Q3 | $399K | Hold |
8,150
| – | – | 0.04% | 266 |
|
|
2023
Q2 | $355K | Hold |
8,150
| – | – | 0.04% | 291 |
|
|
2023
Q1 | $358K | Buy |
8,150
+3,600
| +79% | +$158K | 0.02% | 334 |
|
|
2022
Q4 | $196K | Buy |
4,550
+3,345
| +278% | +$144K | 0.01% | 693 |
|
|
2022
Q3 | $47K | Hold |
1,205
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $45K | Sell |
1,205
-2,279
| -65% | -$85.1K | ﹤0.01% | 723 |
|
|
2022
Q1 | $142K | Buy |
+3,484
| New | +$142K | 0.01% | 866 |
|