Plante Moran Financial Advisors’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-424
| Closed | -$16K | – | 1067 |
|
|
2022
Q2 | $16K | Buy |
+424
| New | +$16K | ﹤0.01% | 516 |
|
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$78K | – | 865 |
|
|
2020
Q1 | $78K | Buy |
+5,000
| New | +$78K | 0.04% | 215 |
|
|
2014
Q3 | – | Sell |
-600
| Closed | -$28K | – | 847 |
|
|
2014
Q2 | $28K | Buy |
+600
| New | +$28K | 0.03% | 328 |
|