Park Avenue Securities’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,560
| Closed | -$215K | – | 1412 |
|
2024
Q1 | $215K | Buy |
3,560
+23
| +0.7% | +$1.39K | ﹤0.01% | 1306 |
|
2023
Q4 | $212K | Buy |
+3,537
| New | +$212K | ﹤0.01% | 1277 |
|
2020
Q1 | – | Sell |
-9,143
| Closed | -$280K | – | 567 |
|
2019
Q4 | $280K | Buy |
+9,143
| New | +$280K | 0.01% | 490 |
|