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Monograph Wealth Advisors’s Sunoco SUN Stock Holding History

Monograph Wealth Advisors’s Portfolio SUN Stock Details SUN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,780
Closed -$298K – 93
2023
Q1 		$298K Hold
6,780
– – 0.07% 66
2022
Q4 		$292K Buy
+6,780
New +$292K 0.08% 72