OneDigital Investment Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-8,111
| Closed | -$306K | – | 778 |
|
|
2021
Q2 | $306K | Buy |
8,111
+2
| +0% | +$75 | 0.01% | 545 |
|
|
2021
Q1 | $258K | Sell |
8,109
-1,998
| -20% | -$63.6K | 0.01% | 542 |
|
|
2020
Q4 | $291K | Buy |
10,107
+3
| +0% | +$86 | 0.02% | 490 |
|
|
2020
Q3 | $246K | Sell |
10,104
-4
| -0% | -$97 | 0.02% | 485 |
|
|
2020
Q2 | $231K | Buy |
10,108
+108
| +1% | +$2.47K | 0.02% | 499 |
|
|
2020
Q1 | $156K | Hold |
10,000
| – | – | 0.01% | 476 |
|
|
2019
Q4 | $306K | Buy |
+10,000
| New | +$306K | 0.02% | 403 |
|
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$47K | – | 1253 |
|
|
2019
Q1 | $47K | Buy |
+1,500
| New | +$47K | 0.01% | 505 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 498 |
|