Mosaic Family Wealth’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$62K | – | 551 |
|
|
2019
Q1 | $62K | Hold |
2,000
| – | – | 0.03% | 292 |
|
|
2018
Q4 | $54K | Hold |
2,000
| – | – | 0.02% | 301 |
|
|
2018
Q3 | $57K | Hold |
2,000
| – | – | 0.02% | 303 |
|
|
2018
Q2 | $50K | Hold |
2,000
| – | – | 0.02% | 310 |
|
|
2018
Q1 | $51K | Hold |
2,000
| – | – | 0.02% | 305 |
|
|
2017
Q4 | $57K | Hold |
2,000
| – | – | 0.02% | 304 |
|
|
2017
Q3 | $62K | Hold |
2,000
| – | – | 0.02% | 308 |
|
|
2017
Q2 | $61K | Hold |
2,000
| – | – | 0.03% | 295 |
|
|
2017
Q1 | $48K | Hold |
2,000
| – | – | 0.02% | 325 |
|
|
2016
Q4 | $54K | Buy |
+2,000
| New | +$54K | 0.02% | 310 |
|