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PFG Private Wealth Management’s Sunoco SUN Stock Holding History

PFG Private Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3
Closed -$131 – 322
2023
Q2 		$131 Hold
3
– – ﹤0.01% 279
2023
Q1 		$132 Hold
3
– – ﹤0.01% 279
2022
Q4 		$0 Hold
3
– – ﹤0.01% 419
2022
Q3 		$0 Hold
3
– – ﹤0.01% 364
2022
Q2 		$0 Hold
3
– – ﹤0.01% 333
2022
Q1 		$0 Buy
+3
New +$128 ﹤0.01% 348

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BHC
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Citigroup
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