PPWM
PFG Private Wealth Management’s Sunoco SUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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 | – | ﹤0.01% | 348 |
|