Peak Capital Management’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-3,166
| Closed | -$79K | – | 155 |
|
2018
Q2 | $79K | Buy |
+3,166
| New | +$79K | 0.05% | 69 |
|
2018
Q1 | – | Sell |
-34,062
| Closed | -$1.06M | – | 96 |
|
2017
Q4 | $1.06M | Sell |
34,062
-282
| -0.8% | -$8.77K | 0.72% | 32 |
|
2017
Q3 | $1.07M | Sell |
34,344
-8,874
| -21% | -$276K | 0.71% | 32 |
|
2017
Q2 | $1.32M | Buy |
+43,218
| New | +$1.32M | 0.74% | 33 |
|