SUNW
Morgan Stanley’s Sunworks, Inc. SUNW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-131,537
| Closed | -$30.9K | – | 8090 |
|
|
2023
Q4 | $30.9K | Buy |
131,537
+107,540
| +448% | +$25.3K | ﹤0.01% | 6517 |
|
|
2023
Q3 | $12.5K | Buy |
23,997
+1,855
| +8% | +$965 | ﹤0.01% | 6653 |
|
|
2023
Q2 | $25K | Buy |
22,142
+9,302
| +72% | +$10.5K | ﹤0.01% | 6494 |
|
|
2023
Q1 | $18.5K | Sell |
12,840
-20,476
| -61% | -$29.5K | ﹤0.01% | 6661 |
|
|
2022
Q4 | $52.6K | Sell |
33,316
-23,538
| -41% | -$37.2K | ﹤0.01% | 6269 |
|
|
2022
Q3 | $158K | Sell |
56,854
-9,911
| -15% | -$27.5K | ﹤0.01% | 5842 |
|
|
2022
Q2 | $105K | Sell |
66,765
-108,840
| -62% | -$171K | ﹤0.01% | 6248 |
|
|
2022
Q1 | $443K | Sell |
175,605
-244,723
| -58% | -$617K | ﹤0.01% | 5485 |
|
|
2021
Q4 | $1.29M | Sell |
420,328
-79,819
| -16% | -$245K | ﹤0.01% | 4898 |
|
|
2021
Q3 | $3.07M | Buy |
500,147
+460,047
| +1,147% | +$2.82M | ﹤0.01% | 4200 |
|
|
2021
Q2 | $421K | Buy |
40,100
+15,756
| +65% | +$165K | ﹤0.01% | 5631 |
|
|
2021
Q1 | $357K | Buy |
24,344
+22,982
| +1,687% | +$337K | ﹤0.01% | 5343 |
|
|
2020
Q4 | $7K | Buy |
+1,362
| New | +$7K | ﹤0.01% | 6726 |
|
|
2020
Q1 | – | Sell |
-282
| Closed | – | – | 6761 |
|
|
2019
Q4 | $0 | Buy |
+282
| New | – | ﹤0.01% | 6817 |
|
|
2019
Q2 | – | Sell |
-5
| Closed | – | – | 6796 |
|
|
2019
Q1 | $0 | Sell |
5
-1
| -17% | – | ﹤0.01% | 6758 |
|
|
2018
Q4 | $0 | Sell |
6
-7
| -54% | – | ﹤0.01% | 6783 |
|
|
2018
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 6847 |
|
|
2018
Q2 | – | Sell |
-31
| Closed | – | – | 6784 |
|
|
2018
Q1 | $0 | Sell |
31
-22
| -42% | – | ﹤0.01% | 6736 |
|
|
2017
Q4 | $0 | Buy |
+53
| New | – | ﹤0.01% | 6691 |
|
|
2017
Q1 | – | Sell |
-1,366
| Closed | -$3K | – | 6632 |
|
|
2016
Q4 | $3K | Buy |
+1,366
| New | +$3K | ﹤0.01% | 6354 |
|
|
2016
Q3 | – | Sell |
-3,283
| Closed | -$8K | – | 6584 |
|
|
2016
Q2 | $8K | Buy |
3,283
+3,069
| +1,434% | +$7.48K | ﹤0.01% | 6116 |
|
|
2016
Q1 | $0 | Buy |
214
+100
| +88% | – | ﹤0.01% | 6764 |
|
|
2015
Q4 | $0 | Sell |
114
-286
| -72% | – | ﹤0.01% | 6840 |
|
|
2015
Q3 | $1K | Hold |
400
| – | – | ﹤0.01% | 6556 |
|
|
2015
Q2 | $1K | Buy |
+400
| New | +$1K | ﹤0.01% | 6586 |
|