Pinnacle Private Wealth’s Sunoco SUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$1.57M Sell
42,030
-450
-1% -$16.8K 0.61% 41
2022
Q1
$1.74M Sell
42,480
-1,300
-3% -$53.1K 0.54% 40
2021
Q4
$1.79M Buy
+43,780
New +$1.79M 0.56% 38